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Gary Goldberg Planning Services’s W.P. Carey WPC Stock Holding History

Gary Goldberg Planning Services’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
2014
Q4 		$122K Hold
1,781
– – 0.05% 134
2014
Q3 		$111K Hold
1,781
– – 0.05% 144
2014
Q2 		$112K Hold
1,781
– – 0.05% 147
2014
Q1 		$105K Hold
1,781
– – 0.05% 147
2013
Q4 		$107K Hold
1,781
– – 0.06% 127
2013
Q3 		$113K Hold
1,781
– – 0.07% 122
2013
Q2 		$115K Buy
+1,781
New +$121K 0.07% 105

Other funds holding WPC

LTI
Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $666B AUM 30.12% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gary Goldberg Planning Services's WPC Position: Q4 2014 in Review

Gary Goldberg Planning Services held its W.P. Carey (WPC) position steady in Q4 2014 at 1,781 shares worth $122K. The position accounts for 0.05% of the portfolio, ranked #134.

Gary Goldberg Planning Services first reported a position in WPC in Q2 2013 and has held it in 7 quarters since. 317 funds tracked by Wall St. Rank hold WPC as of Q4 2014.

  • Gary Goldberg Planning Services held 1,781 shares of W.P. Carey worth $122K as of Q4 2014.
  • Gary Goldberg Planning Services left its W.P. Carey share count unchanged in Q4 2014.
  • W.P. Carey made up 0.05% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #134 holding.
  • Gary Goldberg Planning Services first reported a position in W.P. Carey in Q2 2013 and has held it in 7 quarters since.
  • 317 funds tracked by Wall St. Rank held W.P. Carey as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.