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Stifel Nicolaus & Co’s W.P. Carey WPC Stock Holding History

Stifel Nicolaus & Co’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 		$1.49M Sell
23,568
-6,472
-22% -$426K 0.02% 532
2013
Q2 		$1.95M Buy
+30,040
New +$2.04M 0.04% 443

Other funds holding WPC

LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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 $13.1B AUM 15.62% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Stifel Nicolaus & Co's WPC Position: Q3 2013 in Review

Stifel Nicolaus & Co reduced its W.P. Carey (WPC) stake by 22% in Q3 2013, selling an estimated $426K and leaving 23,568 shares worth $1.49M. The position accounts for 0.02% of the portfolio, ranked #532.

Stifel Nicolaus & Co first reported a position in WPC in Q2 2013 and has held it in 2 quarters since. The position peaked at $1.95M in Q2 2013. 228 funds tracked by Wall St. Rank hold WPC as of Q3 2013.

  • Stifel Nicolaus & Co held 23,568 shares of W.P. Carey worth $1.49M as of Q3 2013.
  • Stifel Nicolaus & Co sold 6,472 W.P. Carey shares in Q3 2013, an estimated $426K.
  • W.P. Carey made up 0.02% of Stifel Nicolaus & Co's portfolio in Q3 2013, its #532 holding.
  • Stifel Nicolaus & Co first reported a position in W.P. Carey in Q2 2013 and has held it in 2 quarters since.
  • Stifel Nicolaus & Co's W.P. Carey position peaked at $1.95M in Q2 2013.
  • 228 funds tracked by Wall St. Rank held W.P. Carey as of Q3 2013.

Based on Stifel Nicolaus & Co's 13F filing for Q3 2013, filed 13 Nov 2013.