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Nations Financial Group’s W.P. Carey WPC Stock Holding History

Nations Financial Group’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
2016
Q4 		– Sell
-4,342
Closed -$274K – 164
2016
Q3 		$274K Sell
4,342
-34
-0.8% -$2.27K 0.27% 117
2016
Q2 		$298K Buy
4,376
+823
+23% +$51.7K 0.31% 102
2016
Q1 		$217K Buy
+3,553
New +$202K 0.25% 122

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 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

Nations Financial Group's WPC Position: Q4 2016 in Review

Nations Financial Group sold out of W.P. Carey (WPC) in Q4 2016, closing a stake of 4,342 shares — an estimated $274K sold.

Nations Financial Group first reported a position in WPC in Q1 2016 and held it in 3 quarters. The position peaked at $298K in Q2 2016. 355 funds tracked by Wall St. Rank hold WPC as of Q4 2016.

  • Nations Financial Group reported no remaining W.P. Carey position as of Q4 2016 after selling out during the quarter.
  • Nations Financial Group sold 4,342 W.P. Carey shares in Q4 2016, an estimated $274K.
  • Nations Financial Group first reported a position in W.P. Carey in Q1 2016 and held it in 3 quarters.
  • Nations Financial Group's W.P. Carey position peaked at $298K in Q2 2016.
  • 355 funds tracked by Wall St. Rank held W.P. Carey as of Q4 2016.

Based on Nations Financial Group's 13F filing for Q4 2016, filed 13 Feb 2017.