MAA
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Managed Account Advisors’s W.P. Carey WPC Stock Holding History

Managed Account Advisors’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
Q2 		$1.55M Buy
26,831
+484
+2% +$30.3K ﹤0.01% 1921
2015
Q1 		$1.75M Buy
26,347
+835
+3% +$57.4K ﹤0.01% 1903
2014
Q4 		$1.75M Sell
25,512
-436
-2% -$28.8K ﹤0.01% 1868
2014
Q3 		$1.62M Buy
25,948
+791
+3% +$51.8K ﹤0.01% 1894
2014
Q2 		$1.59M Sell
25,157
-408
-2% -$24.9K ﹤0.01% 1859
2014
Q1 		$1.5M Sell
25,565
-36,675
-59% -$2.22M ﹤0.01% 1837
2013
Q4 		$3.74M Buy
62,240
+6,606
+12% +$416K 0.01% 1439
2013
Q3 		$3.53M Sell
55,634
-11,828
-18% -$778K 0.01% 1415
2013
Q2 		$4.37M Buy
+67,462
New +$4.58M 0.01% 1252

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 $1.9T AUM 41.92% 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 $666B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $11.9B AUM 10.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return