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

Other funds holding WPC

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

Elite Wealth Management's WPC Position: Q4 2014 in Review

Elite Wealth Management sold out of W.P. Carey (WPC) in Q4 2014, closing a stake of 613 shares — an estimated $38K sold.

Elite Wealth Management first reported a position in WPC in Q2 2013 and held it in 6 quarters. The position peaked at $40K in Q2 2013. 317 funds tracked by Wall St. Rank hold WPC as of Q4 2014.

Elite Wealth Management reported no remaining W.P. Carey position as of Q4 2014 after selling out during the quarter.
Elite Wealth Management sold 613 W.P. Carey shares in Q4 2014, an estimated $38K.
Elite Wealth Management first reported a position in W.P. Carey in Q2 2013 and held it in 6 quarters.
Elite Wealth Management's W.P. Carey position peaked at $40K in Q2 2013.
317 funds tracked by Wall St. Rank held W.P. Carey as of Q4 2014.

Based on Elite Wealth Management's 13F filing for Q4 2014, filed 13 Oct 2016.