Mercer Capital Advisers’s W.P. Carey WPC Stock Holding History

Mercer Capital Advisers’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 Q3	–	Sell	-791	Closed	-$51K	–	246
2018 Q2	$51K	Hold	791	–	–	0.04%	149
2018 Q1	$48K	Hold	791	–	–	0.04%	154
2017 Q4	$53K	Hold	791	–	–	0.04%	152
2017 Q3	$52K	Hold	791	–	–	0.04%	156
2017 Q2	$52K	Hold	791	–	–	0.04%	159
2017 Q1	$48K	Hold	791	–	–	0.04%	164
2016 Q4	$46K	Hold	791	–	–	0.04%	169
2016 Q3	$50K	Hold	791	–	–	0.04%	169
2016 Q2	$54K	Hold	791	–	–	0.04%	162
2016 Q1	$48K	Hold	791	–	–	0.04%	161
2015 Q4	$46K	Hold	791	–	–	0.04%	164
2015 Q3	$45K	Hold	791	–	–	0.04%	162
2015 Q2	$46K	Hold	791	–	–	0.04%	170
2015 Q1	$53K	Hold	791	–	–	0.05%	163
2014 Q4	$54K	Buy	+791	New	+$52.3K	0.05%	163

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Mercer Capital Advisers's WPC Position: Q3 2018 in Review

Mercer Capital Advisers sold out of W.P. Carey (WPC) in Q3 2018, closing a stake of 791 shares — an estimated $51K sold.

Mercer Capital Advisers first reported a position in WPC in Q4 2014 and held it in 15 quarters. The position peaked at $54K in Q2 2016. 414 funds tracked by Wall St. Rank hold WPC as of Q3 2018.

Mercer Capital Advisers reported no remaining W.P. Carey position as of Q3 2018 after selling out during the quarter.
Mercer Capital Advisers sold 791 W.P. Carey shares in Q3 2018, an estimated $51K.
Mercer Capital Advisers first reported a position in W.P. Carey in Q4 2014 and held it in 15 quarters.
Mercer Capital Advisers's W.P. Carey position peaked at $54K in Q2 2016.
414 funds tracked by Wall St. Rank held W.P. Carey as of Q3 2018.

Based on Mercer Capital Advisers's 13F filing for Q3 2018, filed 29 Oct 2018.