Capital Management Associates (New York)’s W.P. Carey WPC Stock Holding History

Capital Management Associates (New York)’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 Q2	–	Sell	-7,147	Closed	-$407K	–	85
2020 Q1	$407K	Buy	+7,147	New	+$542K	0.74%	54
2018 Q1	–	Sell	-7,147	Closed	-$482K	–	132
2017 Q4	$482K	Hold	7,147	–	–	0.69%	69
2017 Q3	$472K	Hold	7,147	–	–	0.67%	71
2017 Q2	$462K	Hold	7,147	–	–	0.7%	71
2017 Q1	$436K	Hold	7,147	–	–	0.65%	73
2016 Q4	$414K	Hold	7,147	–	–	0.65%	73
2016 Q3	$452K	Hold	7,147	–	–	0.71%	66
2016 Q2	$486K	Hold	7,147	–	–	0.83%	50
2016 Q1	$436K	Hold	7,147	–	–	0.79%	58
2015 Q4	$413K	Hold	7,147	–	–	0.6%	74
2015 Q3	$405K	Hold	7,147	–	–	0.62%	70
2015 Q2	$413K	Hold	7,147	–	–	0.54%	88
2015 Q1	$476K	Hold	7,147	–	–	0.63%	68
2014 Q4	$491K	Hold	7,147	–	–	0.72%	64
2014 Q3	$446K	Hold	7,147	–	–	0.67%	67
2014 Q2	$451K	Hold	7,147	–	–	0.66%	72
2014 Q1	$420K	Hold	7,147	–	–	0.61%	88
2013 Q4	$429K	Hold	7,147	–	–	0.63%	78
2013 Q3	$453K	Hold	7,147	–	–	0.69%	70
2013 Q2	$463K	Buy	+7,147	New	+$485K	0.76%	56

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 $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

CIM

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

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

Capital Management Associates (New York)'s WPC Position: Q2 2020 in Review

Capital Management Associates (New York) sold out of W.P. Carey (WPC) in Q2 2020, closing a stake of 7,147 shares — an estimated $407K sold.

Capital Management Associates (New York) first reported a position in WPC in Q2 2013 and held it in 20 quarters. The position peaked at $491K in Q4 2014. 611 funds tracked by Wall St. Rank hold WPC as of Q2 2020.

Capital Management Associates (New York) reported no remaining W.P. Carey position as of Q2 2020 after selling out during the quarter.
Capital Management Associates (New York) sold 7,147 W.P. Carey shares in Q2 2020, an estimated $407K.
Capital Management Associates (New York) first reported a position in W.P. Carey in Q2 2013 and held it in 20 quarters.
Capital Management Associates (New York)'s W.P. Carey position peaked at $491K in Q4 2014.
611 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2020.

Based on Capital Management Associates (New York)'s 13F filing for Q2 2020, filed 5 Aug 2020.