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

Fort Washington 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
2019
Q1 		– Sell
-8,502
Closed -$544K – 546
2018
Q4 		$544K Hold
8,502
– – 0.01% 384
2018
Q3 		$536K Sell
8,502
-612
-7% -$39.4K 0.01% 421
2018
Q2 		$592K Sell
9,114
-307
-3% -$19.5K 0.01% 399
2018
Q1 		$572K Sell
9,421
-2,756
-23% -$170K 0.01% 422
2017
Q4 		$822K Hold
12,177
– – 0.01% 423
2017
Q3 		$804K Buy
12,177
+918
+8% +$61.1K 0.01% 342
2017
Q2 		$728K Buy
11,259
+919
+9% +$58.1K 0.01% 350
2017
Q1 		$630K Buy
10,340
+205
+2% +$12.4K 0.01% 365
2016
Q4 		$587K Sell
10,135
-77
-0.8% -$4.5K 0.01% 369
2016
Q3 		$645K Hold
10,212
– – 0.01% 323
2016
Q2 		$694K Sell
10,212
-944
-8% -$59.3K 0.01% 319
2016
Q1 		$680K Sell
11,156
-205
-2% -$11.6K 0.01% 325
2015
Q4 		$656K Buy
11,361
+205
+2% +$12.3K 0.01% 319
2015
Q3 		$632K Buy
11,156
+1,327
+14% +$77.2K 0.01% 330
2015
Q2 		$567K Hold
9,829
– – 0.01% 325
2015
Q1 		$655K Buy
9,829
+306
+3% +$21K 0.01% 312
2014
Q4 		$654K Buy
9,523
+1,532
+19% +$101K 0.01% 307
2014
Q3 		$499K Hold
7,991
– – 0.01% 336
2014
Q2 		$504K Buy
7,991
+510
+7% +$31.1K 0.01% 345
2014
Q1 		$440K Buy
7,481
+613
+9% +$37K 0.01% 348
2013
Q4 		$413K Buy
6,868
+510
+8% +$32.1K 0.01% 416
2013
Q3 		$403K Sell
6,358
-204
-3% -$13.4K 0.01% 378
2013
Q2 		$425K Buy
+6,562
New +$446K 0.01% 362

Other funds holding WPC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fort Washington Investment Advisors's WPC Position: Q1 2019 in Review

Fort Washington Investment Advisors sold out of W.P. Carey (WPC) in Q1 2019, closing a stake of 8,502 shares — an estimated $544K sold.

Fort Washington Investment Advisors first reported a position in WPC in Q2 2013 and held it in 23 quarters. The position peaked at $822K in Q4 2017. 561 funds tracked by Wall St. Rank hold WPC as of Q1 2019.

  • Fort Washington Investment Advisors reported no remaining W.P. Carey position as of Q1 2019 after selling out during the quarter.
  • Fort Washington Investment Advisors sold 8,502 W.P. Carey shares in Q1 2019, an estimated $544K.
  • Fort Washington Investment Advisors first reported a position in W.P. Carey in Q2 2013 and held it in 23 quarters.
  • Fort Washington Investment Advisors's W.P. Carey position peaked at $822K in Q4 2017.
  • 561 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2019.

Based on Fort Washington Investment Advisors's 13F filing for Q1 2019, filed 10 May 2019.