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

Madden Advisory Services’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 Q2	–	Sell	-787	Closed	-$47K	–	243
2017 Q1	$47K	Buy	+787	New	+$47.7K	0.03%	127
2015 Q4	–	Sell	-475	Closed	-$26K	–	276
2015 Q3	$26K	Hold	475	–	–	0.02%	157
2015 Q2	$27K	Buy	+475	New	+$29.7K	0.02%	160
2015 Q1	–	Sell	-475	Closed	-$33K	–	262
2014 Q4	$33K	Hold	475	–	–	0.02%	156
2014 Q3	$30K	Hold	475	–	–	0.02%	195
2014 Q2	$30K	Hold	475	–	–	0.02%	201
2014 Q1	$28K	Hold	475	–	–	0.02%	188
2013 Q4	$29K	Hold	475	–	–	0.02%	164
2013 Q3	$30K	Hold	475	–	–	0.03%	151
2013 Q2	$31K	Buy	+475	New	+$32.3K	0.03%	149

Other funds holding WPC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return