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

Evercore 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
2018 Q1	–	Sell	-817	Closed	-$55K	–	804
2017 Q4	$55K	Hold	817	–	–	﹤0.01%	569
2017 Q3	$54K	Hold	817	–	–	﹤0.01%	566
2017 Q2	$53K	Sell	817 -102	-11%	-$6.45K	﹤0.01%	568
2017 Q1	$56K	Sell	919 -102	-10%	-$6.19K	﹤0.01%	580
2016 Q4	$59K	Hold	1,021	–	–	﹤0.01%	572
2016 Q3	$65K	Hold	1,021	–	–	﹤0.01%	554
2016 Q2	$69K	Hold	1,021	–	–	﹤0.01%	519
2016 Q1	$62K	Sell	1,021 -222	-18%	-$12.6K	﹤0.01%	529
2015 Q4	$72K	Sell	1,243 -84	-6%	-$5.04K	﹤0.01%	530
2015 Q3	$75K	Hold	1,327	–	–	﹤0.01%	532
2015 Q2	$77K	Hold	1,327	–	–	﹤0.01%	564
2015 Q1	$88K	Hold	1,327	–	–	﹤0.01%	548
2014 Q4	$91K	Sell	1,327 -307	-19%	-$20.3K	﹤0.01%	480
2014 Q3	$102K	Hold	1,634	–	–	0.01%	512
2014 Q2	$103K	Hold	1,634	–	–	0.01%	504
2014 Q1	$96K	Hold	1,634	–	–	0.01%	491
2013 Q4	$98K	Sell	1,634 -6,483	-80%	-$408K	0.01%	461
2013 Q3	$514K	Hold	8,117	–	–	0.03%	273
2013 Q2	$526K	Buy	+8,117	New	+$551K	0.03%	273

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

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