Amica Retiree Medical Trust’s W.P. Carey WPC Stock Holding History

Amica Retiree Medical Trust’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
2021 Q2	–	Sell	-2,783	Closed	-$193K	–	147
2021 Q1	$193K	Hold	2,783	–	–	0.13%	137
2020 Q4	$192K	Hold	2,783	–	–	0.14%	148
2020 Q3	$178K	Hold	2,783	–	–	0.14%	139
2020 Q2	$184K	Hold	2,783	–	–	0.15%	164
2020 Q1	$158K	Hold	2,783	–	–	0.14%	188
2019 Q4	$218K	Hold	2,783	–	–	0.17%	196
2019 Q3	$244K	Buy	+2,783	New	+$237K	0.19%	164
2016 Q4	–	Sell	-1,227	Closed	-$78K	–	446
2016 Q3	$78K	Hold	1,227	–	–	0.07%	283
2016 Q2	$83K	Hold	1,227	–	–	0.07%	280
2016 Q1	$75K	Hold	1,227	–	–	0.06%	292
2015 Q4	$71K	Hold	1,227	–	–	0.06%	294
2015 Q3	$69K	Hold	1,227	–	–	0.06%	283
2015 Q2	$71K	Hold	1,227	–	–	0.06%	280
2015 Q1	$82K	Hold	1,227	–	–	0.07%	269
2014 Q4	$84K	Hold	1,227	–	–	0.07%	267
2014 Q3	$77K	Buy	1,227 +843	+220%	+$55.2K	0.07%	267
2014 Q2	$24K	Hold	384	–	–	0.02%	352
2014 Q1	$23K	Hold	384	–	–	0.02%	346
2013 Q4	$23K	Buy	+384	New	+$24.2K	0.02%	344

Other funds holding WPC

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Amica Retiree Medical Trust's WPC Position: Q2 2021 in Review

Amica Retiree Medical Trust sold out of W.P. Carey (WPC) in Q2 2021, closing a stake of 2,783 shares — an estimated $193K sold.

Amica Retiree Medical Trust first reported a position in WPC in Q4 2013 and held it in 19 quarters. The position peaked at $244K in Q3 2019. 698 funds tracked by Wall St. Rank hold WPC as of Q2 2021.

Amica Retiree Medical Trust reported no remaining W.P. Carey position as of Q2 2021 after selling out during the quarter.
Amica Retiree Medical Trust sold 2,783 W.P. Carey shares in Q2 2021, an estimated $193K.
Amica Retiree Medical Trust first reported a position in W.P. Carey in Q4 2013 and held it in 19 quarters.
Amica Retiree Medical Trust's W.P. Carey position peaked at $244K in Q3 2019.
698 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2021.

Based on Amica Retiree Medical Trust's 13F filing for Q2 2021, filed 4 Aug 2021.