ERTS Wealth Advisors’s W.P. Carey WPC Stock Holding History

ERTS Wealth 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 Q1	–	Sell	-378	Closed	-$24K	–	303
2018 Q4	$24K	Buy	+378	New	+$24.6K	0.02%	203

Other funds holding WPC

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

ERTS Wealth Advisors's WPC Position: Q1 2019 in Review

ERTS Wealth Advisors sold out of W.P. Carey (WPC) in Q1 2019, closing a stake of 378 shares — an estimated $24K sold.

ERTS Wealth Advisors first reported a position in WPC in Q4 2018 and held it in 1 quarter. The position peaked at $24K in Q4 2018. 560 funds tracked by Wall St. Rank hold WPC as of Q1 2019.

ERTS Wealth Advisors reported no remaining W.P. Carey position as of Q1 2019 after selling out during the quarter.
ERTS Wealth Advisors sold 378 W.P. Carey shares in Q1 2019, an estimated $24K.
ERTS Wealth Advisors first reported a position in W.P. Carey in Q4 2018 and held it in 1 quarter.
ERTS Wealth Advisors's W.P. Carey position peaked at $24K in Q4 2018.
560 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2019.

Based on ERTS Wealth Advisors's 13F filing for Q1 2019, filed 15 May 2019.