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Friedberg Investment Management’s W.P. Carey WPC Stock Holding History

Friedberg Investment 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
2016
Q1 		– Sell
-17,000
Closed -$982K – 92
2015
Q4 		$982K Buy
17,000
+72
+0.4% +$4.32K 0.48% 65
2015
Q3 		$958K Sell
16,928
-378
-2% -$22K 0.46% 62
2015
Q2 		$999K Hold
17,306
– – 0.38% 77
2015
Q1 		$1.15M Sell
17,306
-296
-2% -$20.3K 0.42% 68
2014
Q4 		$1.21M Buy
17,602
+4,523
+35% +$299K 0.47% 66
2014
Q3 		$816K Buy
+13,079
New +$856K 0.31% 79

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 $2.3T AUM 54.33% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Friedberg Investment Management's WPC Position: Q1 2016 in Review

Friedberg Investment Management sold out of W.P. Carey (WPC) in Q1 2016, closing a stake of 17,000 shares — an estimated $982K sold.

Friedberg Investment Management first reported a position in WPC in Q3 2014 and held it in 6 quarters. The position peaked at $1.21M in Q4 2014. 337 funds tracked by Wall St. Rank hold WPC as of Q1 2016.

  • Friedberg Investment Management reported no remaining W.P. Carey position as of Q1 2016 after selling out during the quarter.
  • Friedberg Investment Management sold 17,000 W.P. Carey shares in Q1 2016, an estimated $982K.
  • Friedberg Investment Management first reported a position in W.P. Carey in Q3 2014 and held it in 6 quarters.
  • Friedberg Investment Management's W.P. Carey position peaked at $1.21M in Q4 2014.
  • 337 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2016.

Based on Friedberg Investment Management's 13F filing for Q1 2016, filed 26 Apr 2016.