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Camarda Financial Advisors’s W.P. Carey WPC Stock Holding History

Camarda Financial Advisors’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
Q3 		– Sell
-309
Closed -$25K – 465
2019
Q2 		$25K Sell
309
-751
-71% -$59.5K 0.05% 117
2019
Q1 		$81K Hold
1,060
– – 0.15% 64
2018
Q4 		$68K Buy
1,060
+310
+41% +$20.2K 0.08% 70
2018
Q3 		$47K Buy
+750
New +$48.3K 0.05% 114

Other funds holding WPC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Camarda Financial Advisors's WPC Position: Q3 2019 in Review

Camarda Financial Advisors sold out of W.P. Carey (WPC) in Q3 2019, closing a stake of 309 shares — an estimated $25K sold.

Camarda Financial Advisors first reported a position in WPC in Q3 2018 and held it in 4 quarters. The position peaked at $81K in Q1 2019. 597 funds tracked by Wall St. Rank hold WPC as of Q3 2019.

  • Camarda Financial Advisors reported no remaining W.P. Carey position as of Q3 2019 after selling out during the quarter.
  • Camarda Financial Advisors sold 309 W.P. Carey shares in Q3 2019, an estimated $25K.
  • Camarda Financial Advisors first reported a position in W.P. Carey in Q3 2018 and held it in 4 quarters.
  • Camarda Financial Advisors's W.P. Carey position peaked at $81K in Q1 2019.
  • 597 funds tracked by Wall St. Rank held W.P. Carey as of Q3 2019.

Based on Camarda Financial Advisors's 13F filing for Q3 2019, filed 14 Nov 2019.