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Edgemoor Investment Advisors’s W.P. Carey WPC Stock Holding History

Edgemoor Investment 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
2020
Q1 		– Sell
-2,693
Closed -$211K – 131
2019
Q4 		$211K Hold
2,693
– – 0.02% 130
2019
Q3 		$236K Hold
2,693
– – 0.03% 122
2019
Q2 		$214K Hold
2,693
– – 0.03% 131
2019
Q1 		$207K Buy
+2,693
New +$194K 0.03% 133

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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Northern Trust Chicago, Illinois $757B AUM 28.64% 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

Edgemoor Investment Advisors's WPC Position: Q1 2020 in Review

Edgemoor Investment Advisors sold out of W.P. Carey (WPC) in Q1 2020, closing a stake of 2,693 shares — an estimated $211K sold.

Edgemoor Investment Advisors first reported a position in WPC in Q1 2019 and held it in 4 quarters. The position peaked at $236K in Q3 2019. 612 funds tracked by Wall St. Rank hold WPC as of Q1 2020.

  • Edgemoor Investment Advisors reported no remaining W.P. Carey position as of Q1 2020 after selling out during the quarter.
  • Edgemoor Investment Advisors sold 2,693 W.P. Carey shares in Q1 2020, an estimated $211K.
  • Edgemoor Investment Advisors first reported a position in W.P. Carey in Q1 2019 and held it in 4 quarters.
  • Edgemoor Investment Advisors's W.P. Carey position peaked at $236K in Q3 2019.
  • 612 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2020.

Based on Edgemoor Investment Advisors's 13F filing for Q1 2020, filed 6 May 2020.