Community Bank’s W.P. Carey WPC Stock Holding History

Community Bank’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
2021 Q1	–	Sell	-452	Closed	-$31K	–	508
2020 Q4	$31K	Sell	452 -55	-11%	-$3.67K	﹤0.01%	328
2020 Q3	$33K	Hold	507	–	–	0.01%	325
2020 Q2	$34K	Sell	507 -271	-35%	-$16.8K	0.01%	327
2020 Q1	$44K	Sell	778 -55	-7%	-$4.17K	0.01%	274
2019 Q4	$65K	Hold	833	–	–	0.01%	267
2019 Q3	$73K	Buy	833 +723	+657%	+$61.6K	0.01%	246
2019 Q2	$9K	Hold	110	–	–	﹤0.01%	368
2019 Q1	$8K	Hold	110	–	–	﹤0.01%	392
2018 Q4	$7K	Hold	110	–	–	﹤0.01%	391
2018 Q3	$7K	Hold	110	–	–	﹤0.01%	438
2018 Q2	$7K	Hold	110	–	–	﹤0.01%	438
2018 Q1	$7K	Hold	110	–	–	﹤0.01%	461
2017 Q4	$7K	Buy	+110	New	+$7.53K	﹤0.01%	571

Other funds holding WPC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Geode Capital Management

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

Dimensional Fund Advisors

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

Legal & General Group

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

Norges Bank Oslo, Norway $935B AUM

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return