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

I.G. 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
2015
Q1 		– Sell
-1,324
Closed -$91K – 908
2014
Q4 		$91K Buy
1,324
+538
+68% +$35.5K ﹤0.01% 819
2014
Q3 		$49K Buy
+786
New +$51.5K ﹤0.01% 816

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $11.9B AUM 10.84% 1-Year Est. Return
CC
Cannell & Co New York $3.15B AUM 30.62% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

I.G. Investment Management's WPC Position: Q1 2015 in Review

I.G. Investment Management sold out of W.P. Carey (WPC) in Q1 2015, closing a stake of 1,324 shares — an estimated $91K sold.

I.G. Investment Management first reported a position in WPC in Q3 2014 and held it in 2 quarters. The position peaked at $91K in Q4 2014. 328 funds tracked by Wall St. Rank hold WPC as of Q1 2015.

  • I.G. Investment Management reported no remaining W.P. Carey position as of Q1 2015 after selling out during the quarter.
  • I.G. Investment Management sold 1,324 W.P. Carey shares in Q1 2015, an estimated $91K.
  • I.G. Investment Management first reported a position in W.P. Carey in Q3 2014 and held it in 2 quarters.
  • I.G. Investment Management's W.P. Carey position peaked at $91K in Q4 2014.
  • 328 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2015.

Based on I.G. Investment Management's 13F filing for Q1 2015, filed 9 Jun 2015.