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

AlphaSimPlex 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
2020 Q1	–	Sell	-5,565	Closed	-$436K	–	243
2019 Q4	$436K	Hold	5,565	–	–	0.16%	194
2019 Q3	$488K	Sell	5,565 -1,739	-24%	-$148K	0.19%	153
2019 Q2	$581K	Buy	7,304 +650	+10%	+$51.5K	0.18%	192
2019 Q1	$510K	Buy	+6,654	New	+$479K	0.17%	166

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

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

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

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

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

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

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

AlphaSimPlex Group's WPC Position: Q1 2020 in Review

AlphaSimPlex Group sold out of W.P. Carey (WPC) in Q1 2020, closing a stake of 5,565 shares — an estimated $436K sold.

AlphaSimPlex Group first reported a position in WPC in Q1 2019 and held it in 4 quarters. The position peaked at $581K in Q2 2019. 612 funds tracked by Wall St. Rank hold WPC as of Q1 2020.

AlphaSimPlex Group reported no remaining W.P. Carey position as of Q1 2020 after selling out during the quarter.
AlphaSimPlex Group sold 5,565 W.P. Carey shares in Q1 2020, an estimated $436K.
AlphaSimPlex Group first reported a position in W.P. Carey in Q1 2019 and held it in 4 quarters.
AlphaSimPlex Group's W.P. Carey position peaked at $581K in Q2 2019.
612 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2020.

Based on AlphaSimPlex Group's 13F filing for Q1 2020, filed 13 May 2020.