Fiduciary Financial Services of The Southwest’s W.P. Carey WPC Stock Holding History

Fiduciary Financial Services of The Southwest’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	$374K	Hold	4,776	–	–	0.1%	123
2019 Q3	$419K	Hold	4,776	–	–	0.11%	118
2019 Q2	$380K	Hold	4,776	–	–	0.11%	126
2019 Q1	$366K	Hold	4,776	–	–	0.11%	127
2018 Q4	$306K	Hold	4,776	–	–	0.1%	128
2018 Q3	$301K	Hold	4,776	–	–	0.08%	134
2018 Q2	$310K	Hold	4,776	–	–	0.09%	136
2018 Q1	$290K	Hold	4,776	–	–	0.09%	136
2017 Q4	$322K	Hold	4,776	–	–	0.09%	133
2017 Q3	$315K	Hold	4,776	–	–	0.09%	132
2017 Q2	$309K	Hold	4,776	–	–	0.1%	133
2017 Q1	$291K	Hold	4,776	–	–	0.09%	130
2016 Q4	$276K	Hold	4,776	–	–	0.09%	136
2016 Q3	$302K	Hold	4,776	–	–	0.1%	132
2016 Q2	$325K	Hold	4,776	–	–	0.1%	130
2016 Q1	$291K	Hold	4,776	–	–	0.1%	126
2015 Q4	$276K	Hold	4,776	–	–	0.1%	129
2015 Q3	$270K	Hold	4,776	–	–	0.09%	134
2015 Q2	$276K	Hold	4,776	–	–	0.09%	143
2015 Q1	$318K	Hold	4,776	–	–	0.09%	139
2014 Q4	$328K	Hold	4,776	–	–	0.09%	137
2014 Q3	$298K	Hold	4,776	–	–	0.08%	145
2014 Q2	$301K	Hold	4,776	–	–	0.08%	144
2014 Q1	$281K	Hold	4,776	–	–	0.08%	142
2013 Q4	$287K	Hold	4,776	–	–	0.09%	140
2013 Q3	$303K	Buy	+4,776	New	+$314K	0.1%	134

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 $1.56T AUM 27.86% 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 $757B AUM 28.64% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

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

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

Fiduciary Financial Services of The Southwest's WPC Position: Q4 2019 in Review

Fiduciary Financial Services of The Southwest held its W.P. Carey (WPC) position steady in Q4 2019 at 4,776 shares worth $374K. The position accounts for 0.1% of the portfolio, ranked #123.

Fiduciary Financial Services of The Southwest first reported a position in WPC in Q3 2013 and has held it in 26 quarters since. The position peaked at $419K in Q3 2019. 642 funds tracked by Wall St. Rank hold WPC as of Q4 2019.

Fiduciary Financial Services of The Southwest held 4,776 shares of W.P. Carey worth $374K as of Q4 2019.
Fiduciary Financial Services of The Southwest left its W.P. Carey share count unchanged in Q4 2019.
W.P. Carey made up 0.1% of Fiduciary Financial Services of The Southwest's portfolio in Q4 2019, its #123 holding.
Fiduciary Financial Services of The Southwest first reported a position in W.P. Carey in Q3 2013 and has held it in 26 quarters since.
Fiduciary Financial Services of The Southwest's W.P. Carey position peaked at $419K in Q3 2019.
642 funds tracked by Wall St. Rank held W.P. Carey as of Q4 2019.

Based on Fiduciary Financial Services of The Southwest's 13F filing for Q4 2019, filed 11 Feb 2020.