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Regal Investment Advisors’s W.P. Carey WPC Stock Holding History

Regal Investment 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
2015
Q3 		– Sell
-4,924
Closed -$284K – 1119
2015
Q2 		$284K Buy
4,924
+111
+2% +$6.94K 0.08% 193
2015
Q1 		$321K Sell
4,813
-84
-2% -$5.77K 0.08% 192
2014
Q4 		$336K Sell
4,897
-576
-11% -$38.1K 0.09% 176
2014
Q3 		$342K Buy
5,473
+3,646
+200% +$239K 0.1% 170
2014
Q2 		$115K Buy
1,827
+752
+70% +$45.9K 0.04% 265
2014
Q1 		$63K Buy
1,075
+532
+98% +$32.1K 0.03% 322
2013
Q4 		$33K Sell
543
-108
-17% -$6.8K 0.02% 361
2013
Q3 		$41K Buy
651
+202
+45% +$13.3K 0.02% 330
2013
Q2 		$29K Buy
+449
New +$30.5K 0.02% 382

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

Regal Investment Advisors's WPC Position: Q3 2015 in Review

Regal Investment Advisors sold out of W.P. Carey (WPC) in Q3 2015, closing a stake of 4,924 shares — an estimated $284K sold.

Regal Investment Advisors first reported a position in WPC in Q2 2013 and held it in 9 quarters. The position peaked at $342K in Q3 2014. 316 funds tracked by Wall St. Rank hold WPC as of Q3 2015.

  • Regal Investment Advisors reported no remaining W.P. Carey position as of Q3 2015 after selling out during the quarter.
  • Regal Investment Advisors sold 4,924 W.P. Carey shares in Q3 2015, an estimated $284K.
  • Regal Investment Advisors first reported a position in W.P. Carey in Q2 2013 and held it in 9 quarters.
  • Regal Investment Advisors's W.P. Carey position peaked at $342K in Q3 2014.
  • 316 funds tracked by Wall St. Rank held W.P. Carey as of Q3 2015.

Based on Regal Investment Advisors's 13F filing for Q3 2015, filed 12 Nov 2015.