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AIA Investment Management’s W.P. Carey WPC Stock Holding History

AIA Investment 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
2020
Q2 		– Sell
-1,561
Closed -$89K – 465
2020
Q1 		$89K Buy
1,561
+156
+11% +$11.8K 0.02% 168
2019
Q4 		$110K Buy
1,405
+392
+39% +$32.8K 0.14% 114
2019
Q3 		$89K Buy
+1,013
New +$86.3K 0.09% 120

Other funds holding WPC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
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
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

AIA Investment Management's WPC Position: Q2 2020 in Review

AIA Investment Management sold out of W.P. Carey (WPC) in Q2 2020, closing a stake of 1,561 shares — an estimated $89K sold.

AIA Investment Management first reported a position in WPC in Q3 2019 and held it in 3 quarters. The position peaked at $110K in Q4 2019. 610 funds tracked by Wall St. Rank hold WPC as of Q2 2020.

  • AIA Investment Management reported no remaining W.P. Carey position as of Q2 2020 after selling out during the quarter.
  • AIA Investment Management sold 1,561 W.P. Carey shares in Q2 2020, an estimated $89K.
  • AIA Investment Management first reported a position in W.P. Carey in Q3 2019 and held it in 3 quarters.
  • AIA Investment Management's W.P. Carey position peaked at $110K in Q4 2019.
  • 610 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2020.

Based on AIA Investment Management's 13F filing for Q2 2020, filed 11 Aug 2020.