Gerstein Fisher’s W.P. Carey WPC Stock Holding History

Gerstein Fisher’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 Q1	–	Sell	-5,252	Closed	-$316K	–	408
2013 Q4	$316K	Sell	5,252 -5,781	-52%	-$364K	0.06%	277
2013 Q3	$699K	Buy	+11,033	New	+$726K	0.15%	134

Other funds holding WPC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

Cannell & Co New York $3.15B AUM 30.62% 1-Year Est. Return

Gerstein Fisher's WPC Position: Q1 2014 in Review

Gerstein Fisher sold out of W.P. Carey (WPC) in Q1 2014, closing a stake of 5,252 shares — an estimated $316K sold.

Gerstein Fisher first reported a position in WPC in Q3 2013 and held it in 2 quarters. The position peaked at $699K in Q3 2013. 267 funds tracked by Wall St. Rank hold WPC as of Q1 2014.

Gerstein Fisher reported no remaining W.P. Carey position as of Q1 2014 after selling out during the quarter.
Gerstein Fisher sold 5,252 W.P. Carey shares in Q1 2014, an estimated $316K.
Gerstein Fisher first reported a position in W.P. Carey in Q3 2013 and held it in 2 quarters.
Gerstein Fisher's W.P. Carey position peaked at $699K in Q3 2013.
267 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2014.

Based on Gerstein Fisher's 13F filing for Q1 2014, filed 15 May 2014.