Neuburgh Advisers’s W.P. Carey WPC Stock Holding History

Neuburgh 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 Q2	–	Sell	-2,352	Closed	-$143K	–	910
2018 Q1	$143K	Buy	+2,352	New	+$145K	0.01%	721
2017 Q3	–	Sell	-2,075	Closed	-$134K	–	891
2017 Q2	$134K	Sell	2,075 -2,515	-55%	-$159K	0.01%	663
2017 Q1	$280K	Sell	4,590 -458	-9%	-$27.8K	0.01%	445
2016 Q4	$292K	Buy	+5,048	New	+$295K	0.01%	411

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

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

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

Neuburgh Advisers's WPC Position: Q2 2018 in Review

Neuburgh Advisers sold out of W.P. Carey (WPC) in Q2 2018, closing a stake of 2,352 shares — an estimated $143K sold.

Neuburgh Advisers first reported a position in WPC in Q4 2016 and held it in 4 quarters. The position peaked at $292K in Q4 2016. 425 funds tracked by Wall St. Rank hold WPC as of Q2 2018.

Neuburgh Advisers reported no remaining W.P. Carey position as of Q2 2018 after selling out during the quarter.
Neuburgh Advisers sold 2,352 W.P. Carey shares in Q2 2018, an estimated $143K.
Neuburgh Advisers first reported a position in W.P. Carey in Q4 2016 and held it in 4 quarters.
Neuburgh Advisers's W.P. Carey position peaked at $292K in Q4 2016.
425 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2018.

Based on Neuburgh Advisers's 13F filing for Q2 2018, filed 10 Aug 2018.