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National Planning Corporation’s W.P. Carey WPC Stock Holding History

National Planning Corporation’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
Q4 		– Sell
-10,648
Closed -$703K – 625
2017
Q3 		$703K Sell
10,648
-82
-0.8% -$5.46K 0.06% 295
2017
Q2 		$708K Buy
10,730
+988
+10% +$62.5K 0.05% 316
2017
Q1 		$593K Sell
9,742
-901
-8% -$54.7K 0.04% 340
2016
Q4 		$647K Sell
10,643
-752
-7% -$44K 0.05% 313
2016
Q3 		$656K Sell
11,395
-8,003
-41% -$534K 0.05% 308
2016
Q2 		$1.36M Sell
19,398
-8,888
-31% -$558K 0.11% 199
2016
Q1 		$1.75M Sell
28,286
-967
-3% -$54.9K 0.15% 152
2015
Q4 		$1.65M Sell
29,253
-337
-1% -$20.2K 0.14% 175
2015
Q3 		$1.86M Sell
29,590
-413
-1% -$24K 0.17% 130
2015
Q2 		$1.81M Buy
30,003
+52
+0.2% +$3.25K 0.16% 136
2015
Q1 		$1.85M Buy
29,951
+391
+1% +$26.9K 0.16% 128
2014
Q4 		$2.07M Sell
29,560
-206
-0.7% -$13.6K 0.15% 132
2014
Q3 		$1.87M Buy
29,766
+2,005
+7% +$131K 0.14% 144
2014
Q2 		$1.75M Buy
27,761
+879
+3% +$53.6K 0.14% 147
2014
Q1 		$1.6M Buy
26,882
+5,978
+29% +$361K 0.14% 153
2013
Q4 		$1.25M Sell
20,904
-3,516
-14% -$221K 0.11% 196
2013
Q3 		$1.57M Buy
24,420
+5,069
+26% +$334K 0.15% 149
2013
Q2 		$1.25M Buy
+19,351
New +$1.31M 0.16% 146

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 $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

National Planning Corporation's WPC Position: Q4 2017 in Review

National Planning Corporation sold out of W.P. Carey (WPC) in Q4 2017, closing a stake of 10,648 shares — an estimated $703K sold.

National Planning Corporation first reported a position in WPC in Q2 2013 and held it in 18 quarters. The position peaked at $2.07M in Q4 2014. 414 funds tracked by Wall St. Rank hold WPC as of Q4 2017.

  • National Planning Corporation reported no remaining W.P. Carey position as of Q4 2017 after selling out during the quarter.
  • National Planning Corporation sold 10,648 W.P. Carey shares in Q4 2017, an estimated $703K.
  • National Planning Corporation first reported a position in W.P. Carey in Q2 2013 and held it in 18 quarters.
  • National Planning Corporation's W.P. Carey position peaked at $2.07M in Q4 2014.
  • 414 funds tracked by Wall St. Rank held W.P. Carey as of Q4 2017.

Based on National Planning Corporation's 13F filing for Q4 2017, filed 14 Feb 2018.