Bridgeworth’s W.P. Carey WPC Stock Holding History

Bridgeworth’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	-123	Closed	-$7K	–	549
2018 Q2	$7K	Buy	+123	New	+$7.79K	﹤0.01%	479

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Bridgeworth's WPC Position: Q3 2018 in Review

Bridgeworth sold out of W.P. Carey (WPC) in Q3 2018, closing a stake of 123 shares — an estimated $7K sold.

Bridgeworth first reported a position in WPC in Q2 2018 and held it in 1 quarter. The position peaked at $7K in Q2 2018. 414 funds tracked by Wall St. Rank hold WPC as of Q3 2018.

Bridgeworth reported no remaining W.P. Carey position as of Q3 2018 after selling out during the quarter.
Bridgeworth sold 123 W.P. Carey shares in Q3 2018, an estimated $7K.
Bridgeworth first reported a position in W.P. Carey in Q2 2018 and held it in 1 quarter.
Bridgeworth's W.P. Carey position peaked at $7K in Q2 2018.
414 funds tracked by Wall St. Rank held W.P. Carey as of Q3 2018.

Based on Bridgeworth's 13F filing for Q3 2018, filed 13 Nov 2018.