Bruderman Asset Management’s W.P. Carey WPC Stock Holding History

Bruderman Asset Management’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
2019 Q2	–	Sell	-2,780	Closed	-$213K	–	575
2019 Q1	$213K	Sell	2,780 -699	-20%	-$50.4K	0.05%	130
2018 Q4	$223K	Buy	3,479 +1,453	+72%	+$94.6K	0.06%	118
2018 Q3	$128K	Hold	2,026	–	–	0.03%	131
2018 Q2	$132K	Hold	2,026	–	–	0.03%	134
2018 Q1	$123K	Buy	+2,026	New	+$125K	0.03%	152
2017 Q3	–	Sell	-1,781	Closed	-$115K	–	321
2017 Q2	$115K	Buy	+1,781	New	+$113K	0.03%	144
2017 Q1	–	Sell	-1,781	Closed	-$103K	–	321
2016 Q4	$103K	Hold	1,781	–	–	0.03%	149
2016 Q3	$113K	Hold	1,781	–	–	0.03%	151
2016 Q2	$121K	Hold	1,781	–	–	0.04%	146
2016 Q1	$109K	Hold	1,781	–	–	0.04%	144
2015 Q4	$103K	Hold	1,781	–	–	0.04%	154
2015 Q3	$101K	Hold	1,781	–	–	0.04%	149
2015 Q2	$103K	Hold	1,781	–	–	0.04%	149
2015 Q1	$119K	Buy	+1,781	New	+$122K	0.05%	139

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

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

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

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

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

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

Bruderman Asset Management's WPC Position: Q2 2019 in Review

Bruderman Asset Management sold out of W.P. Carey (WPC) in Q2 2019, closing a stake of 2,780 shares — an estimated $213K sold.

Bruderman Asset Management first reported a position in WPC in Q1 2015 and held it in 14 quarters. The position peaked at $223K in Q4 2018. 585 funds tracked by Wall St. Rank hold WPC as of Q2 2019.

Bruderman Asset Management reported no remaining W.P. Carey position as of Q2 2019 after selling out during the quarter.
Bruderman Asset Management sold 2,780 W.P. Carey shares in Q2 2019, an estimated $213K.
Bruderman Asset Management first reported a position in W.P. Carey in Q1 2015 and held it in 14 quarters.
Bruderman Asset Management's W.P. Carey position peaked at $223K in Q4 2018.
585 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2019.

Based on Bruderman Asset Management's 13F filing for Q2 2019, filed 12 Aug 2019.