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Harvest Investment Services’s W.P. Carey WPC Stock Holding History

Harvest Investment Services’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
2019
Q4 		– Sell
-3,242
Closed -$286K – 185
2019
Q3 		$286K Buy
3,242
+27
+0.8% +$2.3K 0.14% 118
2019
Q2 		$253K Buy
+3,215
New +$255K 0.14% 136

Other funds holding WPC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Harvest Investment Services's WPC Position: Q4 2019 in Review

Harvest Investment Services sold out of W.P. Carey (WPC) in Q4 2019, closing a stake of 3,242 shares — an estimated $286K sold.

Harvest Investment Services first reported a position in WPC in Q2 2019 and held it in 2 quarters. The position peaked at $286K in Q3 2019. 641 funds tracked by Wall St. Rank hold WPC as of Q4 2019.

  • Harvest Investment Services reported no remaining W.P. Carey position as of Q4 2019 after selling out during the quarter.
  • Harvest Investment Services sold 3,242 W.P. Carey shares in Q4 2019, an estimated $286K.
  • Harvest Investment Services first reported a position in W.P. Carey in Q2 2019 and held it in 2 quarters.
  • Harvest Investment Services's W.P. Carey position peaked at $286K in Q3 2019.
  • 641 funds tracked by Wall St. Rank held W.P. Carey as of Q4 2019.

Based on Harvest Investment Services's 13F filing for Q4 2019, filed 17 Jan 2020.