HAIM
WPC icon

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

Hunter Associates 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
2018
Q1 		– Sell
-5,564
Closed -$376K – 162
2017
Q4 		$376K Hold
5,564
– – 0.14% 116
2017
Q3 		$367K Hold
5,564
– – 0.14% 113
2017
Q2 		$360K Sell
5,564
-103
-2% -$6.51K 0.15% 116
2017
Q1 		$345K Buy
5,667
+511
+10% +$31K 0.15% 124
2016
Q4 		$298K Buy
5,156
+408
+9% +$23.9K 0.13% 128
2016
Q3 		$300K Buy
4,748
+1,328
+39% +$88.6K 0.13% 125
2016
Q2 		$233K Buy
+3,420
New +$215K 0.1% 135

Other funds holding WPC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Hunter Associates Investment Management's WPC Position: Q1 2018 in Review

Hunter Associates Investment Management sold out of W.P. Carey (WPC) in Q1 2018, closing a stake of 5,564 shares — an estimated $376K sold.

Hunter Associates Investment Management first reported a position in WPC in Q2 2016 and held it in 7 quarters. The position peaked at $376K in Q4 2017. 423 funds tracked by Wall St. Rank hold WPC as of Q1 2018.

  • Hunter Associates Investment Management reported no remaining W.P. Carey position as of Q1 2018 after selling out during the quarter.
  • Hunter Associates Investment Management sold 5,564 W.P. Carey shares in Q1 2018, an estimated $376K.
  • Hunter Associates Investment Management first reported a position in W.P. Carey in Q2 2016 and held it in 7 quarters.
  • Hunter Associates Investment Management's W.P. Carey position peaked at $376K in Q4 2017.
  • 423 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2018.

Based on Hunter Associates Investment Management's 13F filing for Q1 2018, filed 14 May 2018.