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 $6.73T AUM 46.02% 1-Year Est. Return

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

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Evercore Wealth Management's WPC Position: Q1 2018 in Review

Evercore Wealth Management sold out of W.P. Carey (WPC) in Q1 2018, closing a stake of 817 shares — an estimated $55K sold.

Evercore Wealth Management first reported a position in WPC in Q2 2013 and held it in 19 quarters. The position peaked at $526K in Q2 2013. 423 funds tracked by Wall St. Rank hold WPC as of Q1 2018.

Evercore Wealth Management reported no remaining W.P. Carey position as of Q1 2018 after selling out during the quarter.
Evercore Wealth Management sold 817 W.P. Carey shares in Q1 2018, an estimated $55K.
Evercore Wealth Management first reported a position in W.P. Carey in Q2 2013 and held it in 19 quarters.
Evercore Wealth Management's W.P. Carey position peaked at $526K in Q2 2013.
423 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2018.

Based on Evercore Wealth Management's 13F filing for Q1 2018, filed 15 May 2018.