Advisor Group’s W.P. Carey WPC Stock Holding History

Advisor Group’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
2019 Q4	$5.06M	Sell	64,503 -6,758	-9%	-$566K	0.04%	418
2019 Q3	$6.25M	Buy	71,261 +2,194	+3%	+$187K	0.05%	343
2019 Q2	$5.5M	Sell	69,067 -5,340	-7%	-$423K	0.04%	361
2019 Q1	$5.71M	Buy	74,407 +2,266	+3%	+$163K	0.05%	339
2018 Q4	$4.62M	Buy	72,141 +34,442	+91%	+$2.24M	0.05%	333
2018 Q3	$2.38M	Buy	37,699 +19,938	+112%	+$1.28M	0.02%	576
2018 Q2	$1.16M	Buy	17,761 +126	+0.7%	+$7.99K	0.02%	792
2018 Q1	$1.07M	Sell	17,635 -359	-2%	-$22.1K	0.01%	820
2017 Q4	$1.22M	Sell	17,994 -309	-2%	-$21.1K	0.02%	778
2017 Q3	$1.21M	Sell	18,303 -1,313	-7%	-$87.3K	0.02%	710
2017 Q2	$1.27M	Sell	19,616 -4,712	-19%	-$298K	0.02%	641
2017 Q1	$1.48M	Buy	24,328 +7,430	+44%	+$451K	0.03%	550
2016 Q4	$977K	Buy	16,898 +7,159	+74%	+$419K	0.02%	670
2016 Q3	$616K	Buy	9,739 +445	+5%	+$29.7K	0.01%	863
2016 Q2	$629K	Buy	+9,294	New	+$584K	0.02%	808

Other funds holding WPC

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Dimensional Fund Advisors

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

Massachusetts Financial Services

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Legal & General Group

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

Geode Capital Management

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

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return