WP
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Westend Partners’s W.P. Carey WPC Stock Holding History

Westend Partners’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
2013
Q3 		$334K Buy
+5,309
New +$349K 0.4% 40

Other funds holding WPC

LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PC
Paulson & Co New York $3.11B AUM 94.93% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
CC
Cannell & Co New York $3.15B AUM 30.62% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Westend Partners's WPC Position: Q3 2013 in Review

Westend Partners opened a new position in W.P. Carey (WPC) in Q3 2013: 5,309 shares worth $334K. The stake represents 0.4% of the portfolio and ranks #40 among its holdings.

228 funds tracked by Wall St. Rank hold WPC as of Q3 2013.

  • Westend Partners held 5,309 shares of W.P. Carey worth $334K as of Q3 2013.
  • W.P. Carey was a new Westend Partners position in Q3 2013.
  • W.P. Carey made up 0.4% of Westend Partners's portfolio in Q3 2013, its #40 holding.
  • 228 funds tracked by Wall St. Rank held W.P. Carey as of Q3 2013.

Based on Westend Partners's 13F filing for Q3 2013, filed 13 Nov 2013.