Summit Financial Wealth Advisors’s W.P. Carey WPC Stock Holding History

Summit Financial Wealth Advisors’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
2015 Q4	–	Sell	-857	Closed	-$48K	–	215
2015 Q3	$48K	Hold	857	–	–	0.03%	126
2015 Q2	$49K	Hold	857	–	–	0.03%	145
2015 Q1	$53K	Hold	857	–	–	0.04%	118
2014 Q4	$59K	Buy	+857	New	+$56.6K	0.04%	114

Other funds holding WPC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Summit Financial Wealth Advisors's WPC Position: Q4 2015 in Review

Summit Financial Wealth Advisors sold out of W.P. Carey (WPC) in Q4 2015, closing a stake of 857 shares — an estimated $48K sold.

Summit Financial Wealth Advisors first reported a position in WPC in Q4 2014 and held it in 4 quarters. The position peaked at $59K in Q4 2014. 338 funds tracked by Wall St. Rank hold WPC as of Q4 2015.

Summit Financial Wealth Advisors reported no remaining W.P. Carey position as of Q4 2015 after selling out during the quarter.
Summit Financial Wealth Advisors sold 857 W.P. Carey shares in Q4 2015, an estimated $48K.
Summit Financial Wealth Advisors first reported a position in W.P. Carey in Q4 2014 and held it in 4 quarters.
Summit Financial Wealth Advisors's W.P. Carey position peaked at $59K in Q4 2014.
338 funds tracked by Wall St. Rank held W.P. Carey as of Q4 2015.

Based on Summit Financial Wealth Advisors's 13F filing for Q4 2015, filed 11 Feb 2016.