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Vantage Investment Advisors’s W.P. Carey WPC Stock Holding History

Vantage Investment 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
2018
Q3 		$6K Hold
102
– – ﹤0.01% 619
2018
Q2 		$7K Hold
102
– – ﹤0.01% 599
2018
Q1 		$6K Buy
+102
New +$6.28K ﹤0.01% 648
2016
Q3 		– Sell
-790
Closed -$54K – 850
2016
Q2 		$54K Hold
790
– – 0.02% 251
2016
Q1 		$48K Buy
+790
New +$44.9K 0.02% 253

Other funds holding WPC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Vantage Investment Advisors's WPC Position: Q3 2018 in Review

Vantage Investment Advisors held its W.P. Carey (WPC) position steady in Q3 2018 at 102 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #619.

Vantage Investment Advisors first reported a position in WPC in Q1 2016 and has held it in 5 quarters since. The position peaked at $54K in Q2 2016. 414 funds tracked by Wall St. Rank hold WPC as of Q3 2018.

  • Vantage Investment Advisors held 102 shares of W.P. Carey worth $6K as of Q3 2018.
  • Vantage Investment Advisors left its W.P. Carey share count unchanged in Q3 2018.
  • W.P. Carey made up ﹤0.01% of Vantage Investment Advisors's portfolio in Q3 2018, its #619 holding.
  • Vantage Investment Advisors first reported a position in W.P. Carey in Q1 2016 and has held it in 5 quarters since.
  • Vantage Investment Advisors's W.P. Carey position peaked at $54K in Q2 2016.
  • 414 funds tracked by Wall St. Rank held W.P. Carey as of Q3 2018.

Based on Vantage Investment Advisors's 13F filing for Q3 2018, filed 9 Nov 2018.