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Godshalk Welsh Capital Management’s W.P. Carey WPC Stock Holding History

Godshalk Welsh Capital 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
2015
Q3 		– Sell
-4,110
Closed -$237K – 141
2015
Q2 		$237K Sell
4,110
-1,072
-21% -$67K 0.24% 128
2015
Q1 		$345K Hold
5,182
– – 0.35% 99
2014
Q4 		$356K Buy
+5,182
New +$342K 0.32% 106

Other funds holding WPC

LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 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 16.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Godshalk Welsh Capital Management's WPC Position: Q3 2015 in Review

Godshalk Welsh Capital Management sold out of W.P. Carey (WPC) in Q3 2015, closing a stake of 4,110 shares — an estimated $237K sold.

Godshalk Welsh Capital Management first reported a position in WPC in Q4 2014 and held it in 3 quarters. The position peaked at $356K in Q4 2014. 316 funds tracked by Wall St. Rank hold WPC as of Q3 2015.

  • Godshalk Welsh Capital Management reported no remaining W.P. Carey position as of Q3 2015 after selling out during the quarter.
  • Godshalk Welsh Capital Management sold 4,110 W.P. Carey shares in Q3 2015, an estimated $237K.
  • Godshalk Welsh Capital Management first reported a position in W.P. Carey in Q4 2014 and held it in 3 quarters.
  • Godshalk Welsh Capital Management's W.P. Carey position peaked at $356K in Q4 2014.
  • 316 funds tracked by Wall St. Rank held W.P. Carey as of Q3 2015.

Based on Godshalk Welsh Capital Management's 13F filing for Q3 2015, filed 12 Nov 2015.