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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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

WFG Advisors's WPC Position: Q2 2017 in Review

WFG Advisors increased its W.P. Carey (WPC) stake by 129% in Q2 2017, buying an estimated $195K and bringing the position to 5,471 shares worth $354K. The position accounts for 0.08% of the portfolio, ranked #259.

WFG Advisors first reported a position in WPC in Q2 2013 and has held it in 17 quarters since. The position peaked at $432K in Q1 2014. 356 funds tracked by Wall St. Rank hold WPC as of Q2 2017.

  • WFG Advisors held 5,471 shares of W.P. Carey worth $354K as of Q2 2017.
  • WFG Advisors bought 3,078 W.P. Carey shares in Q2 2017, an estimated $195K.
  • W.P. Carey made up 0.08% of WFG Advisors's portfolio in Q2 2017, its #259 holding.
  • WFG Advisors first reported a position in W.P. Carey in Q2 2013 and has held it in 17 quarters since.
  • WFG Advisors's W.P. Carey position peaked at $432K in Q1 2014.
  • 356 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.