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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

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $666B AUM 30.12% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $481B AUM 30.42% 1-Year Est. Return