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Anfield Capital Management’s W.P. Carey WPC Stock Holding History

Anfield Capital 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
Q1 		– Sell
-4,749
Closed -$392K – 397
2019
Q4 		$392K Buy
+4,749
New +$398K 0.16% 91

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Massachusetts Financial Services
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Northern Trust
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Commonwealth Equity Services
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Anfield Capital Management's WPC Position: Q1 2020 in Review

Anfield Capital Management sold out of W.P. Carey (WPC) in Q1 2020, closing a stake of 4,749 shares — an estimated $392K sold.

Anfield Capital Management first reported a position in WPC in Q4 2019 and held it in 1 quarter. The position peaked at $392K in Q4 2019. 612 funds tracked by Wall St. Rank hold WPC as of Q1 2020.

  • Anfield Capital Management reported no remaining W.P. Carey position as of Q1 2020 after selling out during the quarter.
  • Anfield Capital Management sold 4,749 W.P. Carey shares in Q1 2020, an estimated $392K.
  • Anfield Capital Management first reported a position in W.P. Carey in Q4 2019 and held it in 1 quarter.
  • Anfield Capital Management's W.P. Carey position peaked at $392K in Q4 2019.
  • 612 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2020.

Based on Anfield Capital Management's 13F filing for Q1 2020, filed 7 May 2020.