Investors Capital Advisory Services’s W.P. Carey WPC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q2
$295K Buy
4,347
+25
+0.6% +$1.57K 0.06% 444
2016
Q1
$263K Buy
4,322
+460
+12% +$26.1K 0.05% 466
2015
Q4
$222K Buy
+3,862
New +$232K 0.04% 546
2014
Q2
Sell
-4,321
Closed -$254K 715
2014
Q1
$254K Buy
+4,321
New +$261K 0.05% 449

Other funds holding WPC

Investors Capital Advisory Services's WPC Position: Q2 2016 in Review

Investors Capital Advisory Services increased its W.P. Carey (WPC) stake by 0.58% in Q2 2016, buying an estimated $1.57K and bringing the position to 4,347 shares worth $295K. The position accounts for 0.06% of the portfolio, ranked #444.

Investors Capital Advisory Services first reported a position in WPC in Q1 2014 and has held it in 4 quarters since. 363 funds tracked by Wall St. Rank hold WPC as of Q2 2016.

  • Investors Capital Advisory Services held 4,347 shares of W.P. Carey worth $295K as of Q2 2016.
  • Investors Capital Advisory Services bought 25 W.P. Carey shares in Q2 2016, an estimated $1.57K.
  • W.P. Carey made up 0.06% of Investors Capital Advisory Services's portfolio in Q2 2016, its #444 holding.
  • Investors Capital Advisory Services first reported a position in W.P. Carey in Q1 2014 and has held it in 4 quarters since.
  • 363 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2016.

Based on Investors Capital Advisory Services's 13F filing for Q2 2016, filed 2 Aug 2016.