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

Other funds holding WPC

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Douglass Winthrop Advisors's WPC Position: Q4 2019 in Review

Douglass Winthrop Advisors sold out of W.P. Carey (WPC) in Q4 2019, closing a stake of 2,709 shares — an estimated $237K sold.

Douglass Winthrop Advisors first reported a position in WPC in Q1 2015 and held it in 15 quarters. The position peaked at $993K in Q2 2015. 642 funds tracked by Wall St. Rank hold WPC as of Q4 2019.

Douglass Winthrop Advisors reported no remaining W.P. Carey position as of Q4 2019 after selling out during the quarter.
Douglass Winthrop Advisors sold 2,709 W.P. Carey shares in Q4 2019, an estimated $237K.
Douglass Winthrop Advisors first reported a position in W.P. Carey in Q1 2015 and held it in 15 quarters.
Douglass Winthrop Advisors's W.P. Carey position peaked at $993K in Q2 2015.
642 funds tracked by Wall St. Rank held W.P. Carey as of Q4 2019.

Based on Douglass Winthrop Advisors's 13F filing for Q4 2019, filed 10 Jan 2020.