Whitener Capital Management’s W.P. Carey WPC Stock Holding History

Whitener Capital Management’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
2018 Q1	–	Sell	-179	Closed	-$12K	–	494
2017 Q4	$12K	Buy	+179	New	+$12.2K	0.01%	307

Other funds holding WPC

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Whitener Capital Management's WPC Position: Q1 2018 in Review

Whitener Capital Management sold out of W.P. Carey (WPC) in Q1 2018, closing a stake of 179 shares — an estimated $12K sold.

Whitener Capital Management first reported a position in WPC in Q4 2017 and held it in 1 quarter. The position peaked at $12K in Q4 2017. 423 funds tracked by Wall St. Rank hold WPC as of Q1 2018.

Whitener Capital Management reported no remaining W.P. Carey position as of Q1 2018 after selling out during the quarter.
Whitener Capital Management sold 179 W.P. Carey shares in Q1 2018, an estimated $12K.
Whitener Capital Management first reported a position in W.P. Carey in Q4 2017 and held it in 1 quarter.
Whitener Capital Management's W.P. Carey position peaked at $12K in Q4 2017.
423 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2018.

Based on Whitener Capital Management's 13F filing for Q1 2018, filed 23 Apr 2018.