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

US Financial 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
Q3 		– Sell
-556
Closed -$32K – 610
2015
Q2 		$32K Hold
556
– – 0.03% 145
2015
Q1 		$37K Buy
+556
New +$38.2K 0.03% 138

Other funds holding WPC

LTI
Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

US Financial Advisors's WPC Position: Q3 2015 in Review

US Financial Advisors sold out of W.P. Carey (WPC) in Q3 2015, closing a stake of 556 shares — an estimated $32K sold.

US Financial Advisors first reported a position in WPC in Q1 2015 and held it in 2 quarters. The position peaked at $37K in Q1 2015. 316 funds tracked by Wall St. Rank hold WPC as of Q3 2015.

  • US Financial Advisors reported no remaining W.P. Carey position as of Q3 2015 after selling out during the quarter.
  • US Financial Advisors sold 556 W.P. Carey shares in Q3 2015, an estimated $32K.
  • US Financial Advisors first reported a position in W.P. Carey in Q1 2015 and held it in 2 quarters.
  • US Financial Advisors's W.P. Carey position peaked at $37K in Q1 2015.
  • 316 funds tracked by Wall St. Rank held W.P. Carey as of Q3 2015.

Based on US Financial Advisors's 13F filing for Q3 2015, filed 13 Nov 2015.