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Risk Paradigm Group’s W.P. Carey WPC Stock Holding History

Risk Paradigm 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
2015
Q4 		– Sell
-82
Closed -$4.63K – 383
2015
Q3 		$4.63K Hold
82
– – 0.01% 285
2015
Q2 		$4.71K Hold
82
– – ﹤0.01% 260
2015
Q1 		$5.44K Buy
+82
New +$5.63K 0.01% 261

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 $3.37T AUM 44.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Risk Paradigm Group's WPC Position: Q4 2015 in Review

Risk Paradigm Group sold out of W.P. Carey (WPC) in Q4 2015, closing a stake of 82 shares — an estimated $4.63K sold.

Risk Paradigm Group first reported a position in WPC in Q1 2015 and held it in 3 quarters. The position peaked at $5.44K in Q1 2015. 338 funds tracked by Wall St. Rank hold WPC as of Q4 2015.

  • Risk Paradigm Group reported no remaining W.P. Carey position as of Q4 2015 after selling out during the quarter.
  • Risk Paradigm Group sold 82 W.P. Carey shares in Q4 2015, an estimated $4.63K.
  • Risk Paradigm Group first reported a position in W.P. Carey in Q1 2015 and held it in 3 quarters.
  • Risk Paradigm Group's W.P. Carey position peaked at $5.44K in Q1 2015.
  • 338 funds tracked by Wall St. Rank held W.P. Carey as of Q4 2015.

Based on Risk Paradigm Group's 13F filing for Q4 2015, filed 10 Feb 2016.