Edge Wealth Management’s W.P. Carey WPC Stock Holding History

Edge Wealth 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 Q1	–	Sell	-452	Closed	-$26K	–	538
2016 Q4	$26K	Hold	452	–	–	0.01%	243
2016 Q3	$29K	Sell	452 -12	-3%	-$801	0.01%	231
2016 Q2	$31K	Buy	464 +453	+4,118%	+$28.4K	0.01%	210
2016 Q1	$1K	Buy	11 +1	+10%	+$57	﹤0.01%	429
2015 Q4	$1K	Hold	10	–	–	﹤0.01%	443
2015 Q3	$1K	Hold	10	–	–	﹤0.01%	446
2015 Q2	$1K	Hold	10	–	–	﹤0.01%	416
2015 Q1	$1K	Buy	+10	New	+$687	﹤0.01%	430

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

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

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

American Century Companies

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

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

Royal Bank of Canada

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

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