WFG Advisors’s W.P. Carey WPC Stock Holding History

WFG 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
2017 Q2	$354K	Buy	5,471 +3,078	+129%	+$195K	0.08%	259
2017 Q1	$146K	Buy	2,393 +1,470	+159%	+$89.2K	0.04%	398
2016 Q4	$53K	Buy	923 +14	+2%	+$819	0.01%	705
2016 Q3	$57K	Sell	909 -37	-4%	-$2.47K	0.01%	675
2016 Q2	$64K	Sell	946 -87	-8%	-$5.46K	0.02%	628
2016 Q1	$63K	Buy	1,033 +16	+2%	+$909	0.02%	602
2015 Q4	$59K	Buy	1,017 +14	+1%	+$839	0.02%	622
2015 Q3	$57K	Sell	1,003 -167	-14%	-$9.72K	0.02%	607
2015 Q2	$68K	Buy	1,170 +10	+0.9%	+$625	0.02%	641
2015 Q1	$77K	Sell	1,160 -1,024	-47%	-$70.4K	0.02%	611
2014 Q4	$150K	Sell	2,184 -38	-2%	-$2.51K	0.03%	526
2014 Q3	$139K	Sell	2,222 -4,219	-66%	-$276K	0.03%	548
2014 Q2	$406K	Sell	6,441 -899	-12%	-$54.8K	0.08%	298
2014 Q1	$432K	Buy	7,340 +1,193	+19%	+$72.1K	0.09%	266
2013 Q4	$369K	Buy	6,147 +251	+4%	+$15.8K	0.05%	374
2013 Q3	$374K	Buy	5,896 +982	+20%	+$64.6K	0.06%	339
2013 Q2	$318K	Buy	+4,914	New	+$334K	0.05%	357

Other funds holding WPC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return