Bremer Trust National Association’s W.P. Carey WPC Stock Holding History

Bremer Trust National Association’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 Q4	$133K	Buy	+2,073	New	+$135K	0.03%	300

Other funds holding WPC

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bremer Trust National Association's WPC Position: Q4 2018 in Review

Bremer Trust National Association opened a new position in W.P. Carey (WPC) in Q4 2018: 2,073 shares worth $133K. The stake represents 0.03% of the portfolio and ranks #300 among its holdings.

528 funds tracked by Wall St. Rank hold WPC as of Q4 2018.

Bremer Trust National Association held 2,073 shares of W.P. Carey worth $133K as of Q4 2018.
W.P. Carey was a new Bremer Trust National Association position in Q4 2018.
W.P. Carey made up 0.03% of Bremer Trust National Association's portfolio in Q4 2018, its #300 holding.
528 funds tracked by Wall St. Rank held W.P. Carey as of Q4 2018.

Based on Bremer Trust National Association's 13F filing for Q4 2018, filed 11 Feb 2019.