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Wealthfront’s W.P. Carey WPC Stock Holding History

Wealthfront’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
-8
Closed – – 1078
2015
Q3 		$0 Buy
+8
New +$466 ﹤0.01% 1463

Other funds holding WPC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LTI
Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Wealthfront's WPC Position: Q4 2015 in Review

Wealthfront sold out of W.P. Carey (WPC) in Q4 2015, closing a stake of 8 shares.

Wealthfront first reported a position in WPC in Q3 2015 and held it in 1 quarter. The position peaked at $0 in Q3 2015. 338 funds tracked by Wall St. Rank hold WPC as of Q4 2015.

  • Wealthfront reported no remaining W.P. Carey position as of Q4 2015 after selling out during the quarter.
  • Wealthfront sold 8 W.P. Carey shares in Q4 2015.
  • Wealthfront first reported a position in W.P. Carey in Q3 2015 and held it in 1 quarter.
  • Wealthfront's W.P. Carey position peaked at $0 in Q3 2015.
  • 338 funds tracked by Wall St. Rank held W.P. Carey as of Q4 2015.

Based on Wealthfront's 13F filing for Q4 2015, filed 17 Feb 2016.