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Girard Partners’s W.P. Carey WPC Stock Holding History

Girard Partners’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
2018
Q4 		– Sell
-1,807
Closed -$113K – 825
2018
Q3 		$113K Buy
+1,807
New +$116K 0.02% 308
2018
Q1 		– Sell
-3,217
Closed -$217K – 287
2017
Q4 		$217K Buy
+3,217
New +$220K 0.04% 251

Other funds holding WPC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Girard Partners's WPC Position: Q4 2018 in Review

Girard Partners sold out of W.P. Carey (WPC) in Q4 2018, closing a stake of 1,807 shares — an estimated $113K sold.

Girard Partners first reported a position in WPC in Q4 2017 and held it in 2 quarters. The position peaked at $217K in Q4 2017. 527 funds tracked by Wall St. Rank hold WPC as of Q4 2018.

  • Girard Partners reported no remaining W.P. Carey position as of Q4 2018 after selling out during the quarter.
  • Girard Partners sold 1,807 W.P. Carey shares in Q4 2018, an estimated $113K.
  • Girard Partners first reported a position in W.P. Carey in Q4 2017 and held it in 2 quarters.
  • Girard Partners's W.P. Carey position peaked at $217K in Q4 2017.
  • 527 funds tracked by Wall St. Rank held W.P. Carey as of Q4 2018.

Based on Girard Partners's 13F filing for Q4 2018, filed 11 Feb 2019.