Fulcrum Equity Management’s W.P. Carey WPC Stock Holding History

Fulcrum Equity 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 Q4	–	Sell	-163	Closed	-$14K	–	231
2019 Q3	$14K	Buy	+163	New	+$13.9K	0.01%	131

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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 $71.6B AUM 21.08% 1-Year Est. Return

Fulcrum Equity Management's WPC Position: Q4 2019 in Review

Fulcrum Equity Management sold out of W.P. Carey (WPC) in Q4 2019, closing a stake of 163 shares — an estimated $14K sold.

Fulcrum Equity Management first reported a position in WPC in Q3 2019 and held it in 1 quarter. The position peaked at $14K in Q3 2019. 641 funds tracked by Wall St. Rank hold WPC as of Q4 2019.

Fulcrum Equity Management reported no remaining W.P. Carey position as of Q4 2019 after selling out during the quarter.
Fulcrum Equity Management sold 163 W.P. Carey shares in Q4 2019, an estimated $14K.
Fulcrum Equity Management first reported a position in W.P. Carey in Q3 2019 and held it in 1 quarter.
Fulcrum Equity Management's W.P. Carey position peaked at $14K in Q3 2019.
641 funds tracked by Wall St. Rank held W.P. Carey as of Q4 2019.

Based on Fulcrum Equity Management's 13F filing for Q4 2019, filed 12 Feb 2020.