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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
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 $3.37T AUM 44.26% 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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Edge Wealth Management's WPC Position: Q1 2017 in Review

Edge Wealth Management sold out of W.P. Carey (WPC) in Q1 2017, closing a stake of 452 shares — an estimated $26K sold.

Edge Wealth Management first reported a position in WPC in Q1 2015 and held it in 8 quarters. The position peaked at $31K in Q2 2016. 349 funds tracked by Wall St. Rank hold WPC as of Q1 2017.

  • Edge Wealth Management reported no remaining W.P. Carey position as of Q1 2017 after selling out during the quarter.
  • Edge Wealth Management sold 452 W.P. Carey shares in Q1 2017, an estimated $26K.
  • Edge Wealth Management first reported a position in W.P. Carey in Q1 2015 and held it in 8 quarters.
  • Edge Wealth Management's W.P. Carey position peaked at $31K in Q2 2016.
  • 349 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2017.

Based on Edge Wealth Management's 13F filing for Q1 2017, filed 12 Apr 2017.