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Robert N. Shapiro’s W.P. Carey WPC Stock Holding History

Robert N. Shapiro’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
2014
Q4 		$163K Hold
2,375
– – 0.03% 277
2014
Q3 		$148K Hold
2,375
– – 0.03% 317
2014
Q2 		$150K Hold
2,375
– – 0.03% 313
2014
Q1 		$140K Hold
2,375
– – 0.03% 316
2013
Q4 		$143K Hold
2,375
– – 0.03% 317
2013
Q3 		$150K Hold
2,375
– – 0.03% 320
2013
Q2 		$154K Buy
+2,375
New +$161K 0.03% 294

Other funds holding WPC

LTI
Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return
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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Robert N. Shapiro's WPC Position: Q4 2014 in Review

Robert N. Shapiro held its W.P. Carey (WPC) position steady in Q4 2014 at 2,375 shares worth $163K. The position accounts for 0.03% of the portfolio, ranked #277.

Robert N. Shapiro first reported a position in WPC in Q2 2013 and has held it in 7 quarters since. 317 funds tracked by Wall St. Rank hold WPC as of Q4 2014.

  • Robert N. Shapiro held 2,375 shares of W.P. Carey worth $163K as of Q4 2014.
  • Robert N. Shapiro left its W.P. Carey share count unchanged in Q4 2014.
  • W.P. Carey made up 0.03% of Robert N. Shapiro's portfolio in Q4 2014, its #277 holding.
  • Robert N. Shapiro first reported a position in W.P. Carey in Q2 2013 and has held it in 7 quarters since.
  • 317 funds tracked by Wall St. Rank held W.P. Carey as of Q4 2014.

Based on Robert N. Shapiro's 13F filing for Q4 2014, filed 19 Feb 2015.