Grimes & Company’s W.P. Carey WPC Stock Holding History

Grimes & Company’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	-2,714	Closed	-$213K	–	273
2019 Q4	$213K	Buy	+2,714	New	+$227K	0.01%	246

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

Grimes & Company's WPC Position: Q1 2020 in Review

Grimes & Company sold out of W.P. Carey (WPC) in Q1 2020, closing a stake of 2,714 shares — an estimated $213K sold.

Grimes & Company first reported a position in WPC in Q4 2019 and held it in 1 quarter. The position peaked at $213K in Q4 2019. 612 funds tracked by Wall St. Rank hold WPC as of Q1 2020.

Grimes & Company reported no remaining W.P. Carey position as of Q1 2020 after selling out during the quarter.
Grimes & Company sold 2,714 W.P. Carey shares in Q1 2020, an estimated $213K.
Grimes & Company first reported a position in W.P. Carey in Q4 2019 and held it in 1 quarter.
Grimes & Company's W.P. Carey position peaked at $213K in Q4 2019.
612 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2020.

Based on Grimes & Company's 13F filing for Q1 2020, filed 5 May 2020.