Echo Street Capital Management’s W.P. Carey WPC Stock Holding History

Echo Street Capital Management’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 Q2	–	Sell	-5,672	Closed	-$346K	–	170
2017 Q1	$346K	Buy	+5,672	New	+$344K	0.01%	159
2016 Q4	–	Sell	-82,516	Closed	-$5.21M	–	187
2016 Q3	$5.21M	Buy	+82,516	New	+$5.51M	0.22%	126
2014 Q4	–	Sell	-132,335	Closed	-$8.27M	–	161
2014 Q3	$8.27M	Buy	+132,335	New	+$8.66M	0.48%	75
2014 Q2	–	Sell	-48,772	Closed	-$2.87M	–	158
2014 Q1	$2.87M	Buy	+48,772	New	+$2.95M	0.22%	114

Other funds holding WPC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Echo Street Capital Management's WPC Position: Q2 2017 in Review

Echo Street Capital Management sold out of W.P. Carey (WPC) in Q2 2017, closing a stake of 5,672 shares — an estimated $346K sold.

Echo Street Capital Management first reported a position in WPC in Q1 2014 and held it in 4 quarters. The position peaked at $8.27M in Q3 2014. 356 funds tracked by Wall St. Rank hold WPC as of Q2 2017.

Echo Street Capital Management reported no remaining W.P. Carey position as of Q2 2017 after selling out during the quarter.
Echo Street Capital Management sold 5,672 W.P. Carey shares in Q2 2017, an estimated $346K.
Echo Street Capital Management first reported a position in W.P. Carey in Q1 2014 and held it in 4 quarters.
Echo Street Capital Management's W.P. Carey position peaked at $8.27M in Q3 2014.
356 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2017.

Based on Echo Street Capital Management's 13F filing for Q2 2017, filed 14 Aug 2017.