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

Elite 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
2014
Q4 		– Sell
-613
Closed -$38K – 458
2014
Q3 		$38K Hold
613
– – 0.03% 136
2014
Q2 		$39K Hold
613
– – 0.04% 124
2014
Q1 		$36K Hold
613
– – 0.03% 143
2013
Q4 		$37K Hold
613
– – 0.03% 197
2013
Q3 		$39K Hold
613
– – 0.03% 187
2013
Q2 		$40K Buy
+613
New +$41.6K 0.06% 136

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BIT
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UBS Group
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Deutsche Bank
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BFA
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State Street
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DC
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return