AP
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Appleton Partners’s W.P. Carey WPC Stock Holding History

Appleton Partners’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
-3,672
Closed -$288K – 291
2019
Q4 		$288K Hold
3,672
– – 0.03% 249
2019
Q3 		$322K Hold
3,672
– – 0.04% 227
2019
Q2 		$292K Buy
+3,672
New +$291K 0.04% 238
2014
Q3 		– Sell
-3,965
Closed -$250K – 193
2014
Q2 		$250K Buy
+3,965
New +$242K 0.06% 161

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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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
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
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Appleton Partners's WPC Position: Q1 2020 in Review

Appleton Partners sold out of W.P. Carey (WPC) in Q1 2020, closing a stake of 3,672 shares — an estimated $288K sold.

Appleton Partners first reported a position in WPC in Q2 2014 and held it in 4 quarters. The position peaked at $322K in Q3 2019. 612 funds tracked by Wall St. Rank hold WPC as of Q1 2020.

  • Appleton Partners reported no remaining W.P. Carey position as of Q1 2020 after selling out during the quarter.
  • Appleton Partners sold 3,672 W.P. Carey shares in Q1 2020, an estimated $288K.
  • Appleton Partners first reported a position in W.P. Carey in Q2 2014 and held it in 4 quarters.
  • Appleton Partners's W.P. Carey position peaked at $322K in Q3 2019.
  • 612 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2020.

Based on Appleton Partners's 13F filing for Q1 2020, filed 4 May 2020.