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Benson Investment Management Company’s W.P. Carey WPC Stock Holding History

Benson Investment Management Company’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
2018
Q3 		– Sell
-33,800
Closed -$2.2M – 76
2018
Q2 		$2.2M Hold
33,800
– – 1.73% 39
2018
Q1 		$2.05M Hold
33,800
– – 1.66% 38
2017
Q4 		$2.28M Buy
33,800
+1,608
+5% +$110K 1.7% 41
2017
Q3 		$2.13M Buy
32,192
+102
+0.3% +$6.79K 1.75% 36
2017
Q2 		$2.08M Sell
32,090
-128
-0.4% -$8.09K 1.87% 34
2017
Q1 		$1.96M Buy
32,218
+296
+0.9% +$18K 1.93% 35
2016
Q4 		$1.85M Buy
+31,922
New +$1.87M 1.83% 37

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Benson Investment Management Company's WPC Position: Q3 2018 in Review

Benson Investment Management Company sold out of W.P. Carey (WPC) in Q3 2018, closing a stake of 33,800 shares — an estimated $2.2M sold.

Benson Investment Management Company first reported a position in WPC in Q4 2016 and held it in 7 quarters. The position peaked at $2.28M in Q4 2017. 414 funds tracked by Wall St. Rank hold WPC as of Q3 2018.

  • Benson Investment Management Company reported no remaining W.P. Carey position as of Q3 2018 after selling out during the quarter.
  • Benson Investment Management Company sold 33,800 W.P. Carey shares in Q3 2018, an estimated $2.2M.
  • Benson Investment Management Company first reported a position in W.P. Carey in Q4 2016 and held it in 7 quarters.
  • Benson Investment Management Company's W.P. Carey position peaked at $2.28M in Q4 2017.
  • 414 funds tracked by Wall St. Rank held W.P. Carey as of Q3 2018.

Based on Benson Investment Management Company's 13F filing for Q3 2018, filed 4 Oct 2018.