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Emerald Acquisition’s W.P. Carey WPC Stock Holding History

Emerald Acquisition’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
2016
Q3 		$618K Buy
9,785
+2,698
+38% +$180K ﹤0.01% 2359
2016
Q2 		$482K Buy
+7,087
New +$445K ﹤0.01% 2483

Other funds holding WPC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Emerald Acquisition's WPC Position: Q3 2016 in Review

Emerald Acquisition increased its W.P. Carey (WPC) stake by 38% in Q3 2016, buying an estimated $180K and bringing the position to 9,785 shares worth $618K. The position accounts for ﹤0.01% of the portfolio, ranked #2359.

Emerald Acquisition first reported a position in WPC in Q2 2016 and has held it in 2 quarters since. 348 funds tracked by Wall St. Rank hold WPC as of Q3 2016.

  • Emerald Acquisition held 9,785 shares of W.P. Carey worth $618K as of Q3 2016.
  • Emerald Acquisition bought 2,698 W.P. Carey shares in Q3 2016, an estimated $180K.
  • W.P. Carey made up ﹤0.01% of Emerald Acquisition's portfolio in Q3 2016, its #2359 holding.
  • Emerald Acquisition first reported a position in W.P. Carey in Q2 2016 and has held it in 2 quarters since.
  • 348 funds tracked by Wall St. Rank held W.P. Carey as of Q3 2016.

Based on Emerald Acquisition's 13F filing for Q3 2016, filed 9 Nov 2016.