CWM
WPC icon

Catamount Wealth Management’s W.P. Carey WPC Stock Holding History

Catamount Wealth 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
Q1 		– Sell
-2,722
Closed -$200K – 217
2018
Q4 		$200K Buy
+2,722
New +$177K 0.14% 40

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Catamount Wealth Management's WPC Position: Q1 2019 in Review

Catamount Wealth Management sold out of W.P. Carey (WPC) in Q1 2019, closing a stake of 2,722 shares — an estimated $200K sold.

Catamount Wealth Management first reported a position in WPC in Q4 2018 and held it in 1 quarter. The position peaked at $200K in Q4 2018. 560 funds tracked by Wall St. Rank hold WPC as of Q1 2019.

  • Catamount Wealth Management reported no remaining W.P. Carey position as of Q1 2019 after selling out during the quarter.
  • Catamount Wealth Management sold 2,722 W.P. Carey shares in Q1 2019, an estimated $200K.
  • Catamount Wealth Management first reported a position in W.P. Carey in Q4 2018 and held it in 1 quarter.
  • Catamount Wealth Management's W.P. Carey position peaked at $200K in Q4 2018.
  • 560 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2019.

Based on Catamount Wealth Management's 13F filing for Q1 2019, filed 3 May 2019.