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 $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Madden Advisory Services's WPC Position: Q2 2017 in Review

Madden Advisory Services sold out of W.P. Carey (WPC) in Q2 2017, closing a stake of 787 shares — an estimated $47K sold.

Madden Advisory Services first reported a position in WPC in Q2 2013 and held it in 10 quarters. The position peaked at $47K in Q1 2017. 356 funds tracked by Wall St. Rank hold WPC as of Q2 2017.

Madden Advisory Services reported no remaining W.P. Carey position as of Q2 2017 after selling out during the quarter.
Madden Advisory Services sold 787 W.P. Carey shares in Q2 2017, an estimated $47K.
Madden Advisory Services first reported a position in W.P. Carey in Q2 2013 and held it in 10 quarters.
Madden Advisory Services's W.P. Carey position peaked at $47K in Q1 2017.
356 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2017.

Based on Madden Advisory Services's 13F filing for Q2 2017, filed 11 Aug 2017.