DIA
WPC icon

Davidson Investment Advisors’s W.P. Carey WPC Stock Holding History

Davidson Investment Advisors’s Portfolio WPC Stock Details WPC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-102
Closed -$6K – 191
2017
Q2 		$6K Hold
102
– – ﹤0.01% 187
2017
Q1 		$6K Buy
+102
New +$6.19K ﹤0.01% 192

Other funds holding WPC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Davidson Investment Advisors's WPC Position: Q3 2017 in Review

Davidson Investment Advisors sold out of W.P. Carey (WPC) in Q3 2017, closing a stake of 102 shares — an estimated $6K sold.

Davidson Investment Advisors first reported a position in WPC in Q1 2017 and held it in 2 quarters. The position peaked at $6K in Q2 2017. 358 funds tracked by Wall St. Rank hold WPC as of Q3 2017.

  • Davidson Investment Advisors reported no remaining W.P. Carey position as of Q3 2017 after selling out during the quarter.
  • Davidson Investment Advisors sold 102 W.P. Carey shares in Q3 2017, an estimated $6K.
  • Davidson Investment Advisors first reported a position in W.P. Carey in Q1 2017 and held it in 2 quarters.
  • Davidson Investment Advisors's W.P. Carey position peaked at $6K in Q2 2017.
  • 358 funds tracked by Wall St. Rank held W.P. Carey as of Q3 2017.

Based on Davidson Investment Advisors's 13F filing for Q3 2017, filed 9 Nov 2017.