AWM
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Arbor Wealth Management’s W.P. Carey WPC Stock Holding History

Arbor Wealth 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
2019
Q2 		– Sell
-327
Closed -$25K – 244
2019
Q1 		$25K Hold
327
– – 0.02% 100
2018
Q4 		$21K Buy
+327
New +$21.3K 0.02% 97

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

Arbor Wealth Management's WPC Position: Q2 2019 in Review

Arbor Wealth Management sold out of W.P. Carey (WPC) in Q2 2019, closing a stake of 327 shares — an estimated $25K sold.

Arbor Wealth Management first reported a position in WPC in Q4 2018 and held it in 2 quarters. The position peaked at $25K in Q1 2019. 585 funds tracked by Wall St. Rank hold WPC as of Q2 2019.

  • Arbor Wealth Management reported no remaining W.P. Carey position as of Q2 2019 after selling out during the quarter.
  • Arbor Wealth Management sold 327 W.P. Carey shares in Q2 2019, an estimated $25K.
  • Arbor Wealth Management first reported a position in W.P. Carey in Q4 2018 and held it in 2 quarters.
  • Arbor Wealth Management's W.P. Carey position peaked at $25K in Q1 2019.
  • 585 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2019.

Based on Arbor Wealth Management's 13F filing for Q2 2019, filed 16 Jul 2019.