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Gryphon Financial Partners’s W.P. Carey WPC Stock Holding History

Gryphon Financial 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
Q3 		– Sell
-1,187
Closed -$77K – 827
2018
Q2 		$77K Hold
1,187
– – 0.03% 160
2018
Q1 		$72K Sell
1,187
-63
-5% -$3.88K 0.04% 171
2017
Q4 		$84K Buy
+1,250
New +$85.5K 0.05% 164

Other funds holding WPC

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Gryphon Financial Partners's WPC Position: Q3 2018 in Review

Gryphon Financial Partners sold out of W.P. Carey (WPC) in Q3 2018, closing a stake of 1,187 shares — an estimated $77K sold.

Gryphon Financial Partners first reported a position in WPC in Q4 2017 and held it in 3 quarters. The position peaked at $84K in Q4 2017. 414 funds tracked by Wall St. Rank hold WPC as of Q3 2018.

  • Gryphon Financial Partners reported no remaining W.P. Carey position as of Q3 2018 after selling out during the quarter.
  • Gryphon Financial Partners sold 1,187 W.P. Carey shares in Q3 2018, an estimated $77K.
  • Gryphon Financial Partners first reported a position in W.P. Carey in Q4 2017 and held it in 3 quarters.
  • Gryphon Financial Partners's W.P. Carey position peaked at $84K in Q4 2017.
  • 414 funds tracked by Wall St. Rank held W.P. Carey as of Q3 2018.

Based on Gryphon Financial Partners's 13F filing for Q3 2018, filed 6 Nov 2018.