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Strategic Capital Group’s W.P. Carey WPC Stock Holding History

Strategic Capital 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
2014
Q2 		$749K Buy
+11,877
New +$724K 0.23% 96

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 $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $11.9B AUM 10.84% 1-Year Est. Return
TA
Teachers Advisors New York $81.7B AUM 13.62% 1-Year Est. Return

Strategic Capital Group's WPC Position: Q2 2014 in Review

Strategic Capital Group opened a new position in W.P. Carey (WPC) in Q2 2014: 11,877 shares worth $749K. The stake represents 0.23% of the portfolio and ranks #96 among its holdings.

284 funds tracked by Wall St. Rank hold WPC as of Q2 2014.

  • Strategic Capital Group held 11,877 shares of W.P. Carey worth $749K as of Q2 2014.
  • W.P. Carey was a new Strategic Capital Group position in Q2 2014.
  • W.P. Carey made up 0.23% of Strategic Capital Group's portfolio in Q2 2014, its #96 holding.
  • 284 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2014.

Based on Strategic Capital Group's 13F filing for Q2 2014, filed 14 Jul 2014.