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Stewart West Indies Trading Company’s W.P. Carey WPC Stock Holding History

Stewart West Indies Trading Company’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
2013
Q3 		– Sell
-35,327
Closed -$2.29M – 62
2013
Q2 		$2.29M Buy
+35,327
New +$2.4M 0.27% 29

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BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PC
Paulson & Co New York $3.11B AUM 94.93% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
CC
Cannell & Co New York $3.15B AUM 30.62% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $11.9B AUM 10.84% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Stewart West Indies Trading Company's WPC Position: Q3 2013 in Review

Stewart West Indies Trading Company sold out of W.P. Carey (WPC) in Q3 2013, closing a stake of 35,327 shares — an estimated $2.29M sold.

Stewart West Indies Trading Company first reported a position in WPC in Q2 2013 and held it in 1 quarter. The position peaked at $2.29M in Q2 2013. 228 funds tracked by Wall St. Rank hold WPC as of Q3 2013.

  • Stewart West Indies Trading Company reported no remaining W.P. Carey position as of Q3 2013 after selling out during the quarter.
  • Stewart West Indies Trading Company sold 35,327 W.P. Carey shares in Q3 2013, an estimated $2.29M.
  • Stewart West Indies Trading Company first reported a position in W.P. Carey in Q2 2013 and held it in 1 quarter.
  • Stewart West Indies Trading Company's W.P. Carey position peaked at $2.29M in Q2 2013.
  • 228 funds tracked by Wall St. Rank held W.P. Carey as of Q3 2013.

Based on Stewart West Indies Trading Company's 13F filing for Q3 2013, filed 14 Nov 2013.