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Douglass Winthrop Advisors’s W.P. Carey WPC Stock Holding History

Douglass Winthrop 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
Q4 		– Sell
-2,709
Closed -$237K – 268
2019
Q3 		$237K Buy
+2,709
New +$231K 0.01% 244
2018
Q3 		– Sell
-3,880
Closed -$252K – 289
2018
Q2 		$252K Hold
3,880
– – 0.01% 254
2018
Q1 		$236K Hold
3,880
– – 0.01% 251
2017
Q4 		$262K Hold
3,880
– – 0.01% 213
2017
Q3 		$256K Hold
3,880
– – 0.01% 223
2017
Q2 		$251K Hold
3,880
– – 0.02% 225
2017
Q1 		$236K Hold
3,880
– – 0.01% 225
2016
Q4 		$225K Hold
3,880
– – 0.02% 225
2016
Q3 		$245K Hold
3,880
– – 0.02% 220
2016
Q2 		$264K Sell
3,880
-5,207
-57% -$327K 0.02% 206
2016
Q1 		$554K Sell
9,087
-204
-2% -$11.6K 0.04% 153
2015
Q4 		$537K Hold
9,291
– – 0.04% 158
2015
Q3 		$526K Sell
9,291
-5,616
-38% -$327K 0.04% 153
2015
Q2 		$993K Hold
14,907
– – 0.08% 123
2015
Q1 		$993K Buy
+14,907
New +$1.02M 0.08% 123

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State Street
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JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return