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Investment Centers of America’s W.P. Carey WPC Stock Holding History

Investment Centers of America’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
2017
Q4 		– Sell
-7,774
Closed -$515K – 508
2017
Q3 		$515K Sell
7,774
-728
-9% -$48.4K 0.04% 333
2017
Q2 		$551K Sell
8,502
-952
-10% -$60.2K 0.04% 339
2017
Q1 		$574K Buy
9,454
+1,669
+21% +$101K 0.04% 341
2016
Q4 		$452K Buy
7,785
+497
+7% +$29.1K 0.04% 355
2016
Q3 		$459K Buy
7,288
+1,850
+34% +$123K 0.05% 305
2016
Q2 		$372K Buy
5,438
+300
+6% +$18.8K 0.04% 314
2016
Q1 		$312K Buy
5,138
+655
+15% +$37.2K 0.03% 354
2015
Q4 		$262K Buy
+4,483
New +$269K 0.03% 357

Other funds holding WPC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Investment Centers of America's WPC Position: Q4 2017 in Review

Investment Centers of America sold out of W.P. Carey (WPC) in Q4 2017, closing a stake of 7,774 shares — an estimated $515K sold.

Investment Centers of America first reported a position in WPC in Q4 2015 and held it in 8 quarters. The position peaked at $574K in Q1 2017. 414 funds tracked by Wall St. Rank hold WPC as of Q4 2017.

  • Investment Centers of America reported no remaining W.P. Carey position as of Q4 2017 after selling out during the quarter.
  • Investment Centers of America sold 7,774 W.P. Carey shares in Q4 2017, an estimated $515K.
  • Investment Centers of America first reported a position in W.P. Carey in Q4 2015 and held it in 8 quarters.
  • Investment Centers of America's W.P. Carey position peaked at $574K in Q1 2017.
  • 414 funds tracked by Wall St. Rank held W.P. Carey as of Q4 2017.

Based on Investment Centers of America's 13F filing for Q4 2017, filed 14 Feb 2018.