Cairn Investment Group’s W.P. Carey WPC Stock Holding History

Cairn Investment Group’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 Q1	–	Sell	-12,722	Closed	-$997K	–	85
2019 Q4	$997K	Buy	+12,722	New	+$1.07M	0.99%	42

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

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

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

Legal & General Group London, United Kingdom $432B AUM 29.4% 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

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

Cairn Investment Group's WPC Position: Q1 2020 in Review

Cairn Investment Group sold out of W.P. Carey (WPC) in Q1 2020, closing a stake of 12,722 shares — an estimated $997K sold.

Cairn Investment Group first reported a position in WPC in Q4 2019 and held it in 1 quarter. The position peaked at $997K in Q4 2019. 612 funds tracked by Wall St. Rank hold WPC as of Q1 2020.

Cairn Investment Group reported no remaining W.P. Carey position as of Q1 2020 after selling out during the quarter.
Cairn Investment Group sold 12,722 W.P. Carey shares in Q1 2020, an estimated $997K.
Cairn Investment Group first reported a position in W.P. Carey in Q4 2019 and held it in 1 quarter.
Cairn Investment Group's W.P. Carey position peaked at $997K in Q4 2019.
612 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2020.

Based on Cairn Investment Group's 13F filing for Q1 2020, filed 24 Apr 2020.