Great Diamond Partners’s W.P. Carey WPC Stock Holding History

Great Diamond 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
2020 Q1	–	Sell	-1,092	Closed	-$85K	–	601
2019 Q4	$85K	Buy	+1,092	New	+$91.5K	0.03%	239

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 $71.6B AUM 21.08% 1-Year Est. Return

Great Diamond Partners's WPC Position: Q1 2020 in Review

Great Diamond Partners sold out of W.P. Carey (WPC) in Q1 2020, closing a stake of 1,092 shares — an estimated $85K sold.

Great Diamond Partners first reported a position in WPC in Q4 2019 and held it in 1 quarter. The position peaked at $85K in Q4 2019. 612 funds tracked by Wall St. Rank hold WPC as of Q1 2020.

Great Diamond Partners reported no remaining W.P. Carey position as of Q1 2020 after selling out during the quarter.
Great Diamond Partners sold 1,092 W.P. Carey shares in Q1 2020, an estimated $85K.
Great Diamond Partners first reported a position in W.P. Carey in Q4 2019 and held it in 1 quarter.
Great Diamond Partners's W.P. Carey position peaked at $85K in Q4 2019.
612 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2020.

Based on Great Diamond Partners's 13F filing for Q1 2020, filed 1 May 2020.