FMC
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First Merchants Corp’s W.P. Carey WPC Stock Holding History

First Merchants Corp’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 		– Sell
-3,788
Closed -$258K – 150
2016
Q2 		$258K Sell
3,788
-153
-4% -$9.61K 0.09% 137
2016
Q1 		$240K Sell
3,941
-153
-4% -$8.69K 0.09% 131
2015
Q4 		$237K Sell
4,094
-153
-4% -$9.17K 0.08% 131
2015
Q3 		$240K Sell
4,247
-154
-3% -$8.96K 0.09% 135
2015
Q2 		$254K Buy
+4,401
New +$275K 0.08% 136

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BIT
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State Street
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BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B 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 $19.6B AUM 18.11% 1-Year Est. Return