FANJ
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Financial Architects (New Jersey)’s W.P. Carey WPC Stock Holding History

Financial Architects (New Jersey)’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
Q2 		– Hold
0
– -$16K – 1519
2019
Q1 		– Hold
0
– – – 974
2018
Q4 		– Hold
0
– – – 940
2018
Q3 		– Hold
0
– – – 1049
2018
Q2 		– Hold
0
– – – 914
2018
Q1 		– Hold
0
– – – 1123
2017
Q4 		– Hold
0
– – – 1136
2017
Q3 		– Hold
0
– – – 1111
2017
Q2 		– Hold
0
– – – 1124
2017
Q1 		– Hold
0
– – – 1169
2016
Q4 		– Hold
0
– – – 1021
2016
Q3 		– Hold
0
– – – 989
2016
Q2 		– Hold
0
– – – 928

Other funds holding WPC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $1.47T AUM 27.86% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return