GW&K Investment Management’s W.P. Carey WPC Stock Holding History

GW&K Investment Management’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 Q4	–	Sell	-41	Closed	-$3K	–	413
2020 Q3	$3K	Buy	+41	New	+$2.76K	﹤0.01%	370

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

GW&K Investment Management's WPC Position: Q4 2020 in Review

GW&K Investment Management sold out of W.P. Carey (WPC) in Q4 2020, closing a stake of 41 shares — an estimated $3K sold.

GW&K Investment Management first reported a position in WPC in Q3 2020 and held it in 1 quarter. The position peaked at $3K in Q3 2020. 637 funds tracked by Wall St. Rank hold WPC as of Q4 2020.

GW&K Investment Management reported no remaining W.P. Carey position as of Q4 2020 after selling out during the quarter.
GW&K Investment Management sold 41 W.P. Carey shares in Q4 2020, an estimated $3K.
GW&K Investment Management first reported a position in W.P. Carey in Q3 2020 and held it in 1 quarter.
GW&K Investment Management's W.P. Carey position peaked at $3K in Q3 2020.
637 funds tracked by Wall St. Rank held W.P. Carey as of Q4 2020.

Based on GW&K Investment Management's 13F filing for Q4 2020, filed 5 Feb 2021.