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Cedar Capital’s W.P. Carey WPC Stock Holding History

Cedar Capital’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
Q3 		– Sell
-6,657
Closed -$441K – 191
2020
Q2 		$441K Sell
6,657
-922
-12% -$57.3K 0.17% 115
2020
Q1 		$431K Buy
+7,579
New +$575K 0.2% 104
2016
Q1 		– Sell
-46,900
Closed -$2.71M – 83
2015
Q4 		$2.71M Buy
+46,900
New +$2.81M 0.61% 24

Other funds holding WPC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Cedar Capital's WPC Position: Q3 2020 in Review

Cedar Capital sold out of W.P. Carey (WPC) in Q3 2020, closing a stake of 6,657 shares — an estimated $441K sold.

Cedar Capital first reported a position in WPC in Q4 2015 and held it in 3 quarters. The position peaked at $2.71M in Q4 2015. 605 funds tracked by Wall St. Rank hold WPC as of Q3 2020.

  • Cedar Capital reported no remaining W.P. Carey position as of Q3 2020 after selling out during the quarter.
  • Cedar Capital sold 6,657 W.P. Carey shares in Q3 2020, an estimated $441K.
  • Cedar Capital first reported a position in W.P. Carey in Q4 2015 and held it in 3 quarters.
  • Cedar Capital's W.P. Carey position peaked at $2.71M in Q4 2015.
  • 605 funds tracked by Wall St. Rank held W.P. Carey as of Q3 2020.

Based on Cedar Capital's 13F filing for Q3 2020, filed 27 Oct 2020.