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Mariner Wealth Advisors (NYC)’s W.P. Carey WPC Stock Holding History

Mariner Wealth Advisors (NYC)’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
Q1 		$124K Buy
+1,868
New +$128K 0.06% 93

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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
CC
Cannell & Co New York $3.15B AUM 30.62% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Mariner Wealth Advisors (NYC)'s WPC Position: Q1 2015 in Review

Mariner Wealth Advisors (NYC) opened a new position in W.P. Carey (WPC) in Q1 2015: 1,868 shares worth $124K. The stake represents 0.06% of the portfolio and ranks #93 among its holdings.

328 funds tracked by Wall St. Rank hold WPC as of Q1 2015.

  • Mariner Wealth Advisors (NYC) held 1,868 shares of W.P. Carey worth $124K as of Q1 2015.
  • W.P. Carey was a new Mariner Wealth Advisors (NYC) position in Q1 2015.
  • W.P. Carey made up 0.06% of Mariner Wealth Advisors (NYC)'s portfolio in Q1 2015, its #93 holding.
  • 328 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2015.

Based on Mariner Wealth Advisors (NYC)'s 13F filing for Q1 2015, filed 14 May 2015.