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Cornerstone Advisors (Washington)’s W.P. Carey WPC Stock Holding History

Cornerstone Advisors (Washington)’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
-145
Closed -$12K – 1378
2019
Q2 		$12K Buy
145
+15
+12% +$1.19K ﹤0.01% 752
2019
Q1 		$10K Buy
130
+31
+31% +$2.23K ﹤0.01% 724
2018
Q4 		$6K Buy
+99
New +$6.44K ﹤0.01% 753

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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
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cornerstone Advisors (Washington)'s WPC Position: Q3 2019 in Review

Cornerstone Advisors (Washington) sold out of W.P. Carey (WPC) in Q3 2019, closing a stake of 145 shares — an estimated $12K sold.

Cornerstone Advisors (Washington) first reported a position in WPC in Q4 2018 and held it in 3 quarters. The position peaked at $12K in Q2 2019. 597 funds tracked by Wall St. Rank hold WPC as of Q3 2019.

  • Cornerstone Advisors (Washington) reported no remaining W.P. Carey position as of Q3 2019 after selling out during the quarter.
  • Cornerstone Advisors (Washington) sold 145 W.P. Carey shares in Q3 2019, an estimated $12K.
  • Cornerstone Advisors (Washington) first reported a position in W.P. Carey in Q4 2018 and held it in 3 quarters.
  • Cornerstone Advisors (Washington)'s W.P. Carey position peaked at $12K in Q2 2019.
  • 597 funds tracked by Wall St. Rank held W.P. Carey as of Q3 2019.

Based on Cornerstone Advisors (Washington)'s 13F filing for Q3 2019, filed 23 Oct 2019.