EWM
WPC icon

Executive Wealth Management’s W.P. Carey WPC Stock Holding History

Executive Wealth 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
-163
Closed -$13K – 808
2019
Q2 		$13K Hold
163
– – ﹤0.01% 571
2019
Q1 		$13K Sell
163
-387
-70% -$27.9K ﹤0.01% 508
2018
Q4 		$35K Buy
+550
New +$35.8K 0.01% 340

Other funds holding WPC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 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
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Executive Wealth Management's WPC Position: Q3 2019 in Review

Executive Wealth Management sold out of W.P. Carey (WPC) in Q3 2019, closing a stake of 163 shares — an estimated $13K sold.

Executive Wealth Management first reported a position in WPC in Q4 2018 and held it in 3 quarters. The position peaked at $35K in Q4 2018. 597 funds tracked by Wall St. Rank hold WPC as of Q3 2019.

  • Executive Wealth Management reported no remaining W.P. Carey position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 163 W.P. Carey shares in Q3 2019, an estimated $13K.
  • Executive Wealth Management first reported a position in W.P. Carey in Q4 2018 and held it in 3 quarters.
  • Executive Wealth Management's W.P. Carey position peaked at $35K in Q4 2018.
  • 597 funds tracked by Wall St. Rank held W.P. Carey as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.