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Nine Chapters Capital Management’s W.P. Carey WPC Stock Holding History

Nine Chapters Capital Management’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
Q3 		– Sell
-16,744
Closed -$967K – 1196
2015
Q2 		$967K Buy
+16,744
New +$1.05M 0.08% 343
2014
Q1 		– Sell
-4,799
Closed -$288K – 967
2013
Q4 		$288K Sell
4,799
-2,654
-36% -$167K 0.03% 620
2013
Q3 		$472K Buy
+7,453
New +$491K 0.06% 441

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
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Nine Chapters Capital Management's WPC Position: Q3 2015 in Review

Nine Chapters Capital Management sold out of W.P. Carey (WPC) in Q3 2015, closing a stake of 16,744 shares — an estimated $967K sold.

Nine Chapters Capital Management first reported a position in WPC in Q3 2013 and held it in 3 quarters. The position peaked at $967K in Q2 2015. 316 funds tracked by Wall St. Rank hold WPC as of Q3 2015.

  • Nine Chapters Capital Management reported no remaining W.P. Carey position as of Q3 2015 after selling out during the quarter.
  • Nine Chapters Capital Management sold 16,744 W.P. Carey shares in Q3 2015, an estimated $967K.
  • Nine Chapters Capital Management first reported a position in W.P. Carey in Q3 2013 and held it in 3 quarters.
  • Nine Chapters Capital Management's W.P. Carey position peaked at $967K in Q2 2015.
  • 316 funds tracked by Wall St. Rank held W.P. Carey as of Q3 2015.

Based on Nine Chapters Capital Management's 13F filing for Q3 2015, filed 16 Nov 2015.