WPC
WPS

Waters Parkerson & Co’s iShares International Developed Property ETF WPS Stock Holding History

Waters Parkerson & Co’s Portfolio WPS Stock Details WPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-5,500
Closed -$201K – 147
2014
Q3 		$201K Hold
5,500
– – 0.02% 136
2014
Q2 		$215K Hold
5,500
– – 0.03% 127
2014
Q1 		$200K Buy
+5,500
New +$200K 0.02% 131

Other funds holding WPS

CL
CPWM LLC Seattle, Washington $1.06B AUM 14.49% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
1GA
1st Global Advisors Dallas, Texas $869M AUM 16.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Axa
Axa Paris, France $256M AUM 25.01% 1-Year Est. Return
BFPW
BOK Financial Private Wealth Denver, Colorado $1.66B AUM 18.56% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
MA
MUFG Americas New York $4.04B AUM 12.45% 1-Year Est. Return

Waters Parkerson & Co's WPS Position: Q4 2014 in Review

Waters Parkerson & Co sold out of iShares International Developed Property ETF (WPS) in Q4 2014, closing a stake of 5,500 shares — an estimated $201K sold.

Waters Parkerson & Co first reported a position in WPS in Q1 2014 and held it in 3 quarters. The position peaked at $215K in Q2 2014. 46 funds tracked by Wall St. Rank hold WPS as of Q4 2014.

  • Waters Parkerson & Co reported no remaining iShares International Developed Property ETF position as of Q4 2014 after selling out during the quarter.
  • Waters Parkerson & Co sold 5,500 iShares International Developed Property ETF shares in Q4 2014, an estimated $201K.
  • Waters Parkerson & Co first reported a position in iShares International Developed Property ETF in Q1 2014 and held it in 3 quarters.
  • Waters Parkerson & Co's iShares International Developed Property ETF position peaked at $215K in Q2 2014.
  • 46 funds tracked by Wall St. Rank held iShares International Developed Property ETF as of Q4 2014.

Based on Waters Parkerson & Co's 13F filing for Q4 2014, filed 13 Feb 2015.