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Stock Yards Bank & Trust’s W.P. Carey WPC Stock Holding History

Stock Yards Bank & Trust’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 		– Sell
-4,156
Closed -$260K – 234
2014
Q3 		$260K Sell
4,156
-122
-3% -$7.99K 0.04% 187
2014
Q2 		$270K Hold
4,278
– – 0.04% 197
2014
Q1 		$252K Hold
4,278
– – 0.04% 198
2013
Q4 		$257K Hold
4,278
– – 0.04% 187
2013
Q3 		$271K Hold
4,278
– – 0.04% 176
2013
Q2 		$277K Buy
+4,278
New +$291K 0.03% 181

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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 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 $3.38T AUM 44.17% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

Stock Yards Bank & Trust's WPC Position: Q4 2014 in Review

Stock Yards Bank & Trust sold out of W.P. Carey (WPC) in Q4 2014, closing a stake of 4,156 shares — an estimated $260K sold.

Stock Yards Bank & Trust first reported a position in WPC in Q2 2013 and held it in 6 quarters. The position peaked at $277K in Q2 2013. 317 funds tracked by Wall St. Rank hold WPC as of Q4 2014.

  • Stock Yards Bank & Trust reported no remaining W.P. Carey position as of Q4 2014 after selling out during the quarter.
  • Stock Yards Bank & Trust sold 4,156 W.P. Carey shares in Q4 2014, an estimated $260K.
  • Stock Yards Bank & Trust first reported a position in W.P. Carey in Q2 2013 and held it in 6 quarters.
  • Stock Yards Bank & Trust's W.P. Carey position peaked at $277K in Q2 2013.
  • 317 funds tracked by Wall St. Rank held W.P. Carey as of Q4 2014.

Based on Stock Yards Bank & Trust's 13F filing for Q4 2014, filed 5 Jan 2015.