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Hillsdale Investment Management’s W.P. Carey WPC Stock Holding History

Hillsdale Investment 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
Q3 		– Sell
-7,147
Closed -$486K – 562
2016
Q2 		$486K Buy
+7,147
New +$449K 0.14% 98

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 $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Hillsdale Investment Management's WPC Position: Q3 2016 in Review

Hillsdale Investment Management sold out of W.P. Carey (WPC) in Q3 2016, closing a stake of 7,147 shares — an estimated $486K sold.

Hillsdale Investment Management first reported a position in WPC in Q2 2016 and held it in 1 quarter. The position peaked at $486K in Q2 2016. 348 funds tracked by Wall St. Rank hold WPC as of Q3 2016.

  • Hillsdale Investment Management reported no remaining W.P. Carey position as of Q3 2016 after selling out during the quarter.
  • Hillsdale Investment Management sold 7,147 W.P. Carey shares in Q3 2016, an estimated $486K.
  • Hillsdale Investment Management first reported a position in W.P. Carey in Q2 2016 and held it in 1 quarter.
  • Hillsdale Investment Management's W.P. Carey position peaked at $486K in Q2 2016.
  • 348 funds tracked by Wall St. Rank held W.P. Carey as of Q3 2016.

Based on Hillsdale Investment Management's 13F filing for Q3 2016, filed 14 Nov 2016.