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Mainstay Capital Management’s W.P. Carey WPC Stock Holding History

Mainstay Capital Management’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
2018
Q1 		– Sell
-31,291
Closed -$2.11M – 426
2017
Q4 		$2.11M Buy
+31,291
New +$2.14M 1.75% 16

Other funds holding WPC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Mainstay Capital Management's WPC Position: Q1 2018 in Review

Mainstay Capital Management sold out of W.P. Carey (WPC) in Q1 2018, closing a stake of 31,291 shares — an estimated $2.11M sold.

Mainstay Capital Management first reported a position in WPC in Q4 2017 and held it in 1 quarter. The position peaked at $2.11M in Q4 2017. 423 funds tracked by Wall St. Rank hold WPC as of Q1 2018.

  • Mainstay Capital Management reported no remaining W.P. Carey position as of Q1 2018 after selling out during the quarter.
  • Mainstay Capital Management sold 31,291 W.P. Carey shares in Q1 2018, an estimated $2.11M.
  • Mainstay Capital Management first reported a position in W.P. Carey in Q4 2017 and held it in 1 quarter.
  • Mainstay Capital Management's W.P. Carey position peaked at $2.11M in Q4 2017.
  • 423 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2018.

Based on Mainstay Capital Management's 13F filing for Q1 2018, filed 10 May 2018.