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Ledyard National Bank’s W.P. Carey WPC Stock Holding History

Ledyard National Bank’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
Q4 		– Sell
-255
Closed -$14K – 718
2015
Q3 		$14K Hold
255
– – ﹤0.01% 460
2015
Q2 		$15K Sell
255
-102
-29% -$6.38K ﹤0.01% 461
2015
Q1 		$24K Hold
357
– – ﹤0.01% 384
2014
Q4 		$25K Sell
357
-154
-30% -$10.2K ﹤0.01% 385
2014
Q3 		$32K Buy
+511
New +$33.5K 0.01% 304

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 $2.3T AUM 54.33% 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 $786B AUM 40.34% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Ledyard National Bank's WPC Position: Q4 2015 in Review

Ledyard National Bank sold out of W.P. Carey (WPC) in Q4 2015, closing a stake of 255 shares — an estimated $14K sold.

Ledyard National Bank first reported a position in WPC in Q3 2014 and held it in 5 quarters. The position peaked at $32K in Q3 2014. 338 funds tracked by Wall St. Rank hold WPC as of Q4 2015.

  • Ledyard National Bank reported no remaining W.P. Carey position as of Q4 2015 after selling out during the quarter.
  • Ledyard National Bank sold 255 W.P. Carey shares in Q4 2015, an estimated $14K.
  • Ledyard National Bank first reported a position in W.P. Carey in Q3 2014 and held it in 5 quarters.
  • Ledyard National Bank's W.P. Carey position peaked at $32K in Q3 2014.
  • 338 funds tracked by Wall St. Rank held W.P. Carey as of Q4 2015.

Based on Ledyard National Bank's 13F filing for Q4 2015, filed 25 Jan 2016.