Claro Advisors’s W.P. Carey WPC Stock Holding History

Claro 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 Q1	–	Sell	-306	Closed	-$19K	–	942
2018 Q4	$19K	Buy	+306	New	+$19.9K	0.02%	558

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

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

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

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 Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Claro Advisors's WPC Position: Q1 2019 in Review

Claro Advisors sold out of W.P. Carey (WPC) in Q1 2019, closing a stake of 306 shares — an estimated $19K sold.

Claro Advisors first reported a position in WPC in Q4 2018 and held it in 1 quarter. The position peaked at $19K in Q4 2018. 560 funds tracked by Wall St. Rank hold WPC as of Q1 2019.

Claro Advisors reported no remaining W.P. Carey position as of Q1 2019 after selling out during the quarter.
Claro Advisors sold 306 W.P. Carey shares in Q1 2019, an estimated $19K.
Claro Advisors first reported a position in W.P. Carey in Q4 2018 and held it in 1 quarter.
Claro Advisors's W.P. Carey position peaked at $19K in Q4 2018.
560 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2019.

Based on Claro Advisors's 13F filing for Q1 2019, filed 10 May 2019.