Advisor Group’s W.P. Carey WPC Stock Holding History
Bought
Maintained
Sold
Other funds holding WPC
Advisor Group's WPC Position: Q4 2019 in Review
Advisor Group reduced its W.P. Carey (WPC) stake by 9.5% in Q4 2019, selling an estimated $566K and leaving 64,503 shares worth $5.06M. The position accounts for 0.04% of the portfolio, ranked #418.
Advisor Group first reported a position in WPC in Q2 2016 and has held it in 15 quarters since. The position peaked at $6.25M in Q3 2019. 642 funds tracked by Wall St. Rank hold WPC as of Q4 2019.
- Advisor Group held 64,503 shares of W.P. Carey worth $5.06M as of Q4 2019.
- Advisor Group sold 6,758 W.P. Carey shares in Q4 2019, an estimated $566K.
- W.P. Carey made up 0.04% of Advisor Group's portfolio in Q4 2019, its #418 holding.
- Advisor Group first reported a position in W.P. Carey in Q2 2016 and has held it in 15 quarters since.
- Advisor Group's W.P. Carey position peaked at $6.25M in Q3 2019.
- 642 funds tracked by Wall St. Rank held W.P. Carey as of Q4 2019.
Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.