R&F Capital Advisors’s W.P. Carey WPC Stock Holding History

R&F Capital Advisors’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	-6,894	Closed	-$399K	–	837
2016 Q4	$399K	Buy	+6,894	New	+$403K	0.14%	230

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

R&F Capital Advisors's WPC Position: Q1 2017 in Review

R&F Capital Advisors sold out of W.P. Carey (WPC) in Q1 2017, closing a stake of 6,894 shares — an estimated $399K sold.

R&F Capital Advisors first reported a position in WPC in Q4 2016 and held it in 1 quarter. The position peaked at $399K in Q4 2016. 349 funds tracked by Wall St. Rank hold WPC as of Q1 2017.

R&F Capital Advisors reported no remaining W.P. Carey position as of Q1 2017 after selling out during the quarter.
R&F Capital Advisors sold 6,894 W.P. Carey shares in Q1 2017, an estimated $399K.
R&F Capital Advisors first reported a position in W.P. Carey in Q4 2016 and held it in 1 quarter.
R&F Capital Advisors's W.P. Carey position peaked at $399K in Q4 2016.
349 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2017.

Based on R&F Capital Advisors's 13F filing for Q1 2017, filed 15 May 2017.