Buffington Mohr McNeal’s W.P. Carey WPC Stock Holding History

Buffington Mohr McNeal’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	-220	Closed	-$17K	–	333
2019 Q1	$17K	Buy	+220	New	+$15.8K	0.01%	239

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

CIM

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

Buffington Mohr McNeal's WPC Position: Q2 2019 in Review

Buffington Mohr McNeal sold out of W.P. Carey (WPC) in Q2 2019, closing a stake of 220 shares — an estimated $17K sold.

Buffington Mohr McNeal first reported a position in WPC in Q1 2019 and held it in 1 quarter. The position peaked at $17K in Q1 2019. 585 funds tracked by Wall St. Rank hold WPC as of Q2 2019.

Buffington Mohr McNeal reported no remaining W.P. Carey position as of Q2 2019 after selling out during the quarter.
Buffington Mohr McNeal sold 220 W.P. Carey shares in Q2 2019, an estimated $17K.
Buffington Mohr McNeal first reported a position in W.P. Carey in Q1 2019 and held it in 1 quarter.
Buffington Mohr McNeal's W.P. Carey position peaked at $17K in Q1 2019.
585 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2019.

Based on Buffington Mohr McNeal's 13F filing for Q2 2019, filed 31 Jul 2019.