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PEAK6 Group’s W.P. Carey WPC Stock Holding History

PEAK6 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
2017
Q1 		– Sell
-16,517
Closed -$1M – 5080
2016
Q4 		$956K Buy
+16,517
New +$966K 0.01% 1905
2016
Q1 		– Sell
-20,226
Closed -$1.15M – 5107
2015
Q4 		$1.17M Sell
20,226
-18,770
-48% -$1.13M 0.01% 1787
2015
Q3 		$2.21M Buy
38,996
+12,287
+46% +$715K 0.01% 1500
2015
Q2 		$1.54M Buy
+26,709
New +$1.67M 0.01% 1687
2014
Q1 		– Sell
-80,680
Closed -$4.87M – 5449
2013
Q4 		$4.85M Buy
80,680
+25,428
+46% +$1.6M 0.03% 746
2013
Q3 		$1.75M Buy
55,252
+17,070
+45% +$1.12M 0.01% 1649
2013
Q2 		$2.47K Buy
+38,182
New +$2.59M 0.01% 1329

Other funds holding WPC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

PEAK6 Group's WPC Position: Q1 2017 in Review

PEAK6 Group sold out of W.P. Carey (WPC) in Q1 2017, closing a stake of 16,517 shares — an estimated $1M sold.

PEAK6 Group first reported a position in WPC in Q2 2013 and held it in 7 quarters. The position peaked at $4.85M in Q4 2013. 349 funds tracked by Wall St. Rank hold WPC as of Q1 2017.

  • PEAK6 Group reported no remaining W.P. Carey position as of Q1 2017 after selling out during the quarter.
  • PEAK6 Group sold 16,517 W.P. Carey shares in Q1 2017, an estimated $1M.
  • PEAK6 Group first reported a position in W.P. Carey in Q2 2013 and held it in 7 quarters.
  • PEAK6 Group's W.P. Carey position peaked at $4.85M in Q4 2013.
  • 349 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2017.

Based on PEAK6 Group's 13F filing for Q1 2017, filed 15 May 2017.