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DC Investments Management’s W.P. Carey WPC Stock Holding History

DC Investments Management’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
-4,025
Closed -$320K – 352
2019
Q2 		$320K Sell
4,025
-4,241
-51% -$336K 0.18% 227
2019
Q1 		$634K Hold
8,266
– – 0.4% 83
2018
Q4 		$529K Sell
8,266
-125
-1% -$8.13K 0.43% 107
2018
Q3 		$528K Sell
8,391
-241
-3% -$15.5K 0.36% 141
2018
Q2 		$561K Buy
+8,632
New +$547K 0.36% 104

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 $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

DC Investments Management's WPC Position: Q3 2019 in Review

DC Investments Management sold out of W.P. Carey (WPC) in Q3 2019, closing a stake of 4,025 shares — an estimated $320K sold.

DC Investments Management first reported a position in WPC in Q2 2018 and held it in 5 quarters. The position peaked at $634K in Q1 2019. 598 funds tracked by Wall St. Rank hold WPC as of Q3 2019.

  • DC Investments Management reported no remaining W.P. Carey position as of Q3 2019 after selling out during the quarter.
  • DC Investments Management sold 4,025 W.P. Carey shares in Q3 2019, an estimated $320K.
  • DC Investments Management first reported a position in W.P. Carey in Q2 2018 and held it in 5 quarters.
  • DC Investments Management's W.P. Carey position peaked at $634K in Q1 2019.
  • 598 funds tracked by Wall St. Rank held W.P. Carey as of Q3 2019.

Based on DC Investments Management's 13F filing for Q3 2019, filed 5 Nov 2019.