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Granite Investment Advisors’s W.P. Carey WPC Stock Holding History

Granite Investment Advisors’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
-18,087
Closed -$1.04M – 125
2015
Q2 		$1.04M Sell
18,087
-306
-2% -$19.1K 0.18% 73
2015
Q1 		$1.23M Sell
18,393
-2,908
-14% -$200K 0.29% 46
2014
Q4 		$1.46M Buy
21,301
+424
+2% +$28K 0.35% 42
2014
Q3 		$1.3M Buy
20,877
+14,646
+235% +$959K 0.3% 41
2014
Q2 		$393K Hold
6,231
– – 0.09% 69
2014
Q1 		$367K Hold
6,231
– – 0.08% 68
2013
Q4 		$374K Hold
6,231
– – 0.08% 70
2013
Q3 		$395K Hold
6,231
– – 0.09% 67
2013
Q2 		$404K Buy
+6,231
New +$423K 0.09% 63

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
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 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 18.13% 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 $552B AUM 44.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Granite Investment Advisors's WPC Position: Q3 2015 in Review

Granite Investment Advisors sold out of W.P. Carey (WPC) in Q3 2015, closing a stake of 18,087 shares — an estimated $1.04M sold.

Granite Investment Advisors first reported a position in WPC in Q2 2013 and held it in 9 quarters. The position peaked at $1.46M in Q4 2014. 316 funds tracked by Wall St. Rank hold WPC as of Q3 2015.

  • Granite Investment Advisors reported no remaining W.P. Carey position as of Q3 2015 after selling out during the quarter.
  • Granite Investment Advisors sold 18,087 W.P. Carey shares in Q3 2015, an estimated $1.04M.
  • Granite Investment Advisors first reported a position in W.P. Carey in Q2 2013 and held it in 9 quarters.
  • Granite Investment Advisors's W.P. Carey position peaked at $1.46M in Q4 2014.
  • 316 funds tracked by Wall St. Rank held W.P. Carey as of Q3 2015.

Based on Granite Investment Advisors's 13F filing for Q3 2015, filed 29 Oct 2015.