Gideon Capital Advisors’s W.P. Carey WPC Stock Holding History

Gideon Capital 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
2020 Q1	–	Sell	-4,748	Closed	-$372K	–	217
2019 Q4	$372K	Buy	+4,748	New	+$398K	0.13%	196
2019 Q3	–	Sell	-17,795	Closed	-$1.42M	–	415
2019 Q2	$1.42M	Buy	+17,795	New	+$1.41M	0.49%	70
2019 Q1	–	Sell	-12,773	Closed	-$817K	–	530
2018 Q4	$817K	Buy	+12,773	New	+$831K	0.33%	88
2018 Q3	–	Sell	-4,304	Closed	-$280K	–	510
2018 Q2	$280K	Buy	4,304 +368	+9%	+$23.3K	0.14%	276
2018 Q1	$239K	Buy	+3,936	New	+$242K	0.15%	288
2015 Q2	–	Sell	-9,758	Closed	-$650K	–	327
2015 Q1	$650K	Buy	+9,758	New	+$670K	0.26%	127
2014 Q3	–	Sell	-11,432	Closed	-$721K	–	374
2014 Q2	$721K	Buy	+11,432	New	+$697K	0.26%	124

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 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

Gideon Capital Advisors's WPC Position: Q1 2020 in Review

Gideon Capital Advisors sold out of W.P. Carey (WPC) in Q1 2020, closing a stake of 4,748 shares — an estimated $372K sold.

Gideon Capital Advisors first reported a position in WPC in Q2 2014 and held it in 7 quarters. The position peaked at $1.42M in Q2 2019. 613 funds tracked by Wall St. Rank hold WPC as of Q1 2020.

Gideon Capital Advisors reported no remaining W.P. Carey position as of Q1 2020 after selling out during the quarter.
Gideon Capital Advisors sold 4,748 W.P. Carey shares in Q1 2020, an estimated $372K.
Gideon Capital Advisors first reported a position in W.P. Carey in Q2 2014 and held it in 7 quarters.
Gideon Capital Advisors's W.P. Carey position peaked at $1.42M in Q2 2019.
613 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2020.

Based on Gideon Capital Advisors's 13F filing for Q1 2020.