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First Citizens Bank & Trust’s W.P. Carey WPC Stock Holding History

First Citizens Bank & Trust’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
2013
Q4 		– Sell
-5,523
Closed -$350K – 808
2013
Q3 		$350K Buy
+5,523
New +$364K 0.01% 864

Other funds holding WPC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
CC
Cannell & Co New York $3.15B AUM 30.62% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

First Citizens Bank & Trust's WPC Position: Q4 2013 in Review

First Citizens Bank & Trust sold out of W.P. Carey (WPC) in Q4 2013, closing a stake of 5,523 shares — an estimated $350K sold.

First Citizens Bank & Trust first reported a position in WPC in Q3 2013 and held it in 1 quarter. The position peaked at $350K in Q3 2013. 243 funds tracked by Wall St. Rank hold WPC as of Q4 2013.

  • First Citizens Bank & Trust reported no remaining W.P. Carey position as of Q4 2013 after selling out during the quarter.
  • First Citizens Bank & Trust sold 5,523 W.P. Carey shares in Q4 2013, an estimated $350K.
  • First Citizens Bank & Trust first reported a position in W.P. Carey in Q3 2013 and held it in 1 quarter.
  • First Citizens Bank & Trust's W.P. Carey position peaked at $350K in Q3 2013.
  • 243 funds tracked by Wall St. Rank held W.P. Carey as of Q4 2013.

Based on First Citizens Bank & Trust's 13F filing for Q4 2013, filed 13 Feb 2014.