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Gupta Wealth Management’s W.P. Carey WPC Stock Holding History

Gupta Wealth 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 		$325K Sell
5,331
-3,696
-41% -$210K 0.08% 183
2015
Q4 		$522K Hold
9,027
– – 0.13% 141
2015
Q3 		$511K Hold
9,027
– – 0.12% 138
2015
Q2 		$521K Sell
9,027
-898
-9% -$56.1K 0.13% 144
2015
Q1 		$661K Buy
+9,925
New +$682K 0.19% 105

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

Gupta Wealth Management's WPC Position: Q1 2016 in Review

Gupta Wealth Management reduced its W.P. Carey (WPC) stake by 41% in Q1 2016, selling an estimated $210K and leaving 5,331 shares worth $325K. The position accounts for 0.08% of the portfolio, ranked #183.

Gupta Wealth Management first reported a position in WPC in Q1 2015 and has held it in 5 quarters since. The position peaked at $661K in Q1 2015. 337 funds tracked by Wall St. Rank hold WPC as of Q1 2016.

  • Gupta Wealth Management held 5,331 shares of W.P. Carey worth $325K as of Q1 2016.
  • Gupta Wealth Management sold 3,696 W.P. Carey shares in Q1 2016, an estimated $210K.
  • W.P. Carey made up 0.08% of Gupta Wealth Management's portfolio in Q1 2016, its #183 holding.
  • Gupta Wealth Management first reported a position in W.P. Carey in Q1 2015 and has held it in 5 quarters since.
  • Gupta Wealth Management's W.P. Carey position peaked at $661K in Q1 2015.
  • 337 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.