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Woodmont Investment Counsel’s W.P. Carey WPC Stock Holding History

Woodmont Investment Counsel’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
2016
Q4 		– Sell
-204
Closed -$13K – 621
2016
Q3 		$13K Buy
+204
New +$13.6K ﹤0.01% 434
2016
Q2 		– Sell
-337
Closed -$21K – 455
2016
Q1 		$21K Hold
337
– – 0.01% 340
2015
Q4 		$19K Hold
337
– – 0.01% 359
2015
Q3 		$19K Hold
337
– – 0.01% 352
2015
Q2 		$19K Buy
+337
New +$21.1K 0.01% 358

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 $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
UBS Group
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
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $11.9B AUM 10.84% 1-Year Est. Return

Woodmont Investment Counsel's WPC Position: Q4 2016 in Review

Woodmont Investment Counsel sold out of W.P. Carey (WPC) in Q4 2016, closing a stake of 204 shares — an estimated $13K sold.

Woodmont Investment Counsel first reported a position in WPC in Q2 2015 and held it in 5 quarters. The position peaked at $21K in Q1 2016. 355 funds tracked by Wall St. Rank hold WPC as of Q4 2016.

  • Woodmont Investment Counsel reported no remaining W.P. Carey position as of Q4 2016 after selling out during the quarter.
  • Woodmont Investment Counsel sold 204 W.P. Carey shares in Q4 2016, an estimated $13K.
  • Woodmont Investment Counsel first reported a position in W.P. Carey in Q2 2015 and held it in 5 quarters.
  • Woodmont Investment Counsel's W.P. Carey position peaked at $21K in Q1 2016.
  • 355 funds tracked by Wall St. Rank held W.P. Carey as of Q4 2016.

Based on Woodmont Investment Counsel's 13F filing for Q4 2016, filed 13 Feb 2017.