BBA
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Braun-Bostich & Associates’s W.P. Carey WPC Stock Holding History

Braun-Bostich & Associates’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
Q4 		– Sell
-3,799
Closed -$242K – 227
2020
Q3 		$242K Hold
3,799
– – 0.24% 71
2020
Q2 		$252K Sell
3,799
-950
-20% -$59K 0.25% 63
2020
Q1 		$255K Hold
4,749
– – 0.32% 63
2019
Q4 		$367K Hold
4,749
– – 0.36% 59
2019
Q3 		$416K Hold
4,749
– – 0.48% 41
2019
Q2 		$378K Sell
4,749
-664
-12% -$52.6K 0.4% 45
2019
Q1 		$415K Sell
5,413
-595
-10% -$42.9K 0.43% 59
2018
Q4 		$384K Buy
6,008
+4,854
+421% +$316K 0.41% 80
2018
Q3 		$73K Buy
+1,154
New +$74.3K 0.07% 159
2018
Q2 		– Sell
-1,154
Closed -$70K – 331
2018
Q1 		$70K Hold
1,154
– – 0.06% 153
2017
Q4 		$78K Buy
+1,154
New +$79K 0.07% 152

Other funds holding WPC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $1.47T AUM 27.86% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.6B AUM 20.7% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return