Accurate Investment Solutions’s W.P. Carey WPC Stock Holding History

Accurate Investment Solutions’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
2020 Q2	–	Sell	-842	Closed	-$48K	–	403
2020 Q1	$48K	Hold	842	–	–	0.04%	200
2019 Q4	$66K	Hold	842	–	–	0.04%	163
2019 Q3	$74K	Hold	842	–	–	0.05%	105
2019 Q2	$67K	Hold	842	–	–	0.05%	103
2019 Q1	$65K	Hold	842	–	–	0.05%	106
2018 Q4	$54K	Hold	842	–	–	0.05%	109
2018 Q3	$53K	Hold	842	–	–	0.04%	126
2018 Q2	$55K	Hold	842	–	–	0.04%	140
2018 Q1	$51K	Hold	842	–	–	0.04%	141
2017 Q4	$57K	Hold	842	–	–	0.04%	127
2017 Q3	$56K	Hold	842	–	–	0.04%	133
2017 Q2	$54K	Hold	842	–	–	0.04%	126
2017 Q1	$51K	Hold	842	–	–	0.04%	115
2016 Q4	$49K	Hold	842	–	–	0.04%	120
2016 Q3	$53K	Hold	842	–	–	0.05%	113
2016 Q2	$57K	Hold	842	–	–	0.06%	99
2016 Q1	$51K	Hold	842	–	–	0.05%	151
2015 Q4	$49K	Buy	+842	New	+$50.5K	0.04%	113

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Accurate Investment Solutions's WPC Position: Q2 2020 in Review

Accurate Investment Solutions sold out of W.P. Carey (WPC) in Q2 2020, closing a stake of 842 shares — an estimated $48K sold.

Accurate Investment Solutions first reported a position in WPC in Q4 2015 and held it in 18 quarters. The position peaked at $74K in Q3 2019. 610 funds tracked by Wall St. Rank hold WPC as of Q2 2020.

Accurate Investment Solutions reported no remaining W.P. Carey position as of Q2 2020 after selling out during the quarter.
Accurate Investment Solutions sold 842 W.P. Carey shares in Q2 2020, an estimated $48K.
Accurate Investment Solutions first reported a position in W.P. Carey in Q4 2015 and held it in 18 quarters.
Accurate Investment Solutions's W.P. Carey position peaked at $74K in Q3 2019.
610 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2020.

Based on Accurate Investment Solutions's 13F filing for Q2 2020.