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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Braun-Bostich & Associates's WPC Position: Q4 2020 in Review

Braun-Bostich & Associates sold out of W.P. Carey (WPC) in Q4 2020, closing a stake of 3,799 shares — an estimated $242K sold.

Braun-Bostich & Associates first reported a position in WPC in Q4 2017 and held it in 11 quarters. The position peaked at $416K in Q3 2019. 638 funds tracked by Wall St. Rank hold WPC as of Q4 2020.

Braun-Bostich & Associates reported no remaining W.P. Carey position as of Q4 2020 after selling out during the quarter.
Braun-Bostich & Associates sold 3,799 W.P. Carey shares in Q4 2020, an estimated $242K.
Braun-Bostich & Associates first reported a position in W.P. Carey in Q4 2017 and held it in 11 quarters.
Braun-Bostich & Associates's W.P. Carey position peaked at $416K in Q3 2019.
638 funds tracked by Wall St. Rank held W.P. Carey as of Q4 2020.

Based on Braun-Bostich & Associates's 13F filing for Q4 2020, filed 16 Feb 2021.