Commonwealth Bank of Australia’s W.P. Carey WPC Stock Holding History

Commonwealth Bank of Australia’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	-17,364	Closed	-$1.38M	–	958
2019 Q2	$1.38M	Buy	17,364 +4,240	+32%	+$336K	0.01%	496
2019 Q1	$1M	Hold	13,124	–	–	0.01%	546
2018 Q4	$838K	Buy	13,124 +110	+0.8%	+$7.16K	0.01%	534
2018 Q3	$818K	Buy	13,014 +8,475	+187%	+$545K	0.01%	583
2018 Q2	$294K	Buy	4,539 +1,782	+65%	+$113K	﹤0.01%	609
2018 Q1	$167K	Buy	+2,757	New	+$170K	﹤0.01%	591

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

PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

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

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

Commonwealth Bank of Australia's WPC Position: Q3 2019 in Review

Commonwealth Bank of Australia sold out of W.P. Carey (WPC) in Q3 2019, closing a stake of 17,364 shares — an estimated $1.38M sold.

Commonwealth Bank of Australia first reported a position in WPC in Q1 2018 and held it in 6 quarters. The position peaked at $1.38M in Q2 2019. 597 funds tracked by Wall St. Rank hold WPC as of Q3 2019.

Commonwealth Bank of Australia reported no remaining W.P. Carey position as of Q3 2019 after selling out during the quarter.
Commonwealth Bank of Australia sold 17,364 W.P. Carey shares in Q3 2019, an estimated $1.38M.
Commonwealth Bank of Australia first reported a position in W.P. Carey in Q1 2018 and held it in 6 quarters.
Commonwealth Bank of Australia's W.P. Carey position peaked at $1.38M in Q2 2019.
597 funds tracked by Wall St. Rank held W.P. Carey as of Q3 2019.

Based on Commonwealth Bank of Australia's 13F filing for Q3 2019.