Goldman Sachs
WPC icon

Goldman Sachs’s W.P. Carey WPC Stock Holding History

Goldman Sachs’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
2017
Q3 		– Sell
-102
Closed -$7K – 6882
2017
Q2 		$7K Buy
+102
New +$6.45K ﹤0.01% 6678
2016
Q4 		– Sell
-204
Closed -$13K – 7119
2016
Q3 		$13K Sell
204
-307
-60% -$20.5K ﹤0.01% 6842
2016
Q2 		$35K Buy
511
+103
+25% +$6.47K ﹤0.01% 6543
2016
Q1 		$25K Sell
408
-307
-43% -$17.4K ﹤0.01% 6685
2015
Q4 		$41K Sell
715
-1,633
-70% -$97.9K ﹤0.01% 6638
2015
Q3 		$133K Sell
2,348
-613
-21% -$35.7K ﹤0.01% 6294
2015
Q2 		$171K Sell
2,961
-1,634
-36% -$102K ﹤0.01% 6263
2015
Q1 		$306K Buy
4,595
+1,430
+45% +$98.3K ﹤0.01% 5620
2014
Q4 		$217K Sell
3,165
-715
-18% -$47.2K ﹤0.01% 6091
2014
Q3 		$242K Sell
3,880
-4,594
-54% -$301K ﹤0.01% 5980
2014
Q2 		$535K Buy
+8,474
New +$517K ﹤0.01% 5249

Other funds holding WPC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return