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

Windsor 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
2015
Q4 		– Sell
-664
Closed -$37K – 437
2015
Q3 		$37K Buy
+664
New +$38.7K 0.02% 187

Other funds holding WPC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $786B AUM 40.34% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $552B AUM 44.19% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Windsor Capital Management's WPC Position: Q4 2015 in Review

Windsor Capital Management sold out of W.P. Carey (WPC) in Q4 2015, closing a stake of 664 shares — an estimated $37K sold.

Windsor Capital Management first reported a position in WPC in Q3 2015 and held it in 1 quarter. The position peaked at $37K in Q3 2015. 338 funds tracked by Wall St. Rank hold WPC as of Q4 2015.

  • Windsor Capital Management reported no remaining W.P. Carey position as of Q4 2015 after selling out during the quarter.
  • Windsor Capital Management sold 664 W.P. Carey shares in Q4 2015, an estimated $37K.
  • Windsor Capital Management first reported a position in W.P. Carey in Q3 2015 and held it in 1 quarter.
  • Windsor Capital Management's W.P. Carey position peaked at $37K in Q3 2015.
  • 338 funds tracked by Wall St. Rank held W.P. Carey as of Q4 2015.

Based on Windsor Capital Management's 13F filing for Q4 2015, filed 1 Feb 2016.