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Boston Family Office’s W.P. Carey WPC Stock Holding History

Boston Family Office’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
Q3 		– Sell
-4,120
Closed -$273K – 244
2020
Q2 		$273K Sell
4,120
-893
-18% -$55.5K 0.03% 223
2020
Q1 		$285K Sell
5,013
-357
-7% -$27.1K 0.03% 212
2019
Q4 		$421K Sell
5,370
-843
-14% -$70.6K 0.04% 209
2019
Q3 		$545K Sell
6,213
-306
-5% -$26.1K 0.06% 184
2019
Q2 		$518K Sell
6,519
-51
-0.8% -$4.04K 0.05% 189
2019
Q1 		$504K Sell
6,570
-77
-1% -$5.55K 0.05% 190
2018
Q4 		$425K Sell
6,647
-459
-6% -$29.9K 0.05% 193
2018
Q3 		$448K Sell
7,106
-51
-0.7% -$3.28K 0.05% 208
2018
Q2 		$465K Buy
7,157
+76
+1% +$4.82K 0.05% 200
2018
Q1 		$430K Sell
7,081
-4,722
-40% -$291K 0.05% 206
2017
Q4 		$796K Buy
11,803
+51
+0.4% +$3.49K 0.09% 163
2017
Q3 		$776K Buy
11,752
+1,940
+20% +$129K 0.09% 162
2017
Q2 		$634K Buy
9,812
+226
+2% +$14.3K 0.08% 176
2017
Q1 		$584K Buy
9,586
+444
+5% +$26.9K 0.07% 178
2016
Q4 		$529K Sell
9,142
-740
-7% -$43.3K 0.07% 183
2016
Q3 		$625K Buy
9,882
+3,522
+55% +$235K 0.08% 172
2016
Q2 		$432K Buy
6,360
+2,838
+81% +$178K 0.06% 192
2016
Q1 		$215K Sell
3,522
-194
-5% -$11K 0.03% 229
2015
Q4 		$215K Buy
+3,716
New +$223K 0.03% 226
2015
Q2 		– Sell
-3,216
Closed -$214K – 264
2015
Q1 		$214K Buy
3,216
+25
+0.8% +$1.72K 0.03% 249
2014
Q4 		$219K Buy
+3,191
New +$211K 0.03% 251

Other funds holding WPC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Boston Family Office's WPC Position: Q3 2020 in Review

Boston Family Office sold out of W.P. Carey (WPC) in Q3 2020, closing a stake of 4,120 shares — an estimated $273K sold.

Boston Family Office first reported a position in WPC in Q4 2014 and held it in 21 quarters. The position peaked at $796K in Q4 2017. 605 funds tracked by Wall St. Rank hold WPC as of Q3 2020.

  • Boston Family Office reported no remaining W.P. Carey position as of Q3 2020 after selling out during the quarter.
  • Boston Family Office sold 4,120 W.P. Carey shares in Q3 2020, an estimated $273K.
  • Boston Family Office first reported a position in W.P. Carey in Q4 2014 and held it in 21 quarters.
  • Boston Family Office's W.P. Carey position peaked at $796K in Q4 2017.
  • 605 funds tracked by Wall St. Rank held W.P. Carey as of Q3 2020.

Based on Boston Family Office's 13F filing for Q3 2020, filed 10 Nov 2020.