Placemark Investments’s W.P. Carey WPC Stock Holding History

Placemark Investments’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
2013 Q3	–	Sell	-3,615	Closed	-$235K	–	1611
2013 Q2	$235K	Buy	+3,615	New	+$246K	0.01%	1383

Other funds holding WPC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Paulson & Co New York $2.58B AUM 68.51% 1-Year Est. Return

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Cannell & Co New York $3.15B AUM 30.62% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Placemark Investments's WPC Position: Q3 2013 in Review

Placemark Investments sold out of W.P. Carey (WPC) in Q3 2013, closing a stake of 3,615 shares — an estimated $235K sold.

Placemark Investments first reported a position in WPC in Q2 2013 and held it in 1 quarter. The position peaked at $235K in Q2 2013. 228 funds tracked by Wall St. Rank hold WPC as of Q3 2013.

Placemark Investments reported no remaining W.P. Carey position as of Q3 2013 after selling out during the quarter.
Placemark Investments sold 3,615 W.P. Carey shares in Q3 2013, an estimated $235K.
Placemark Investments first reported a position in W.P. Carey in Q2 2013 and held it in 1 quarter.
Placemark Investments's W.P. Carey position peaked at $235K in Q2 2013.
228 funds tracked by Wall St. Rank held W.P. Carey as of Q3 2013.

Based on Placemark Investments's 13F filing for Q3 2013, filed 13 Nov 2013.