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HL Financial Services’s W.P. Carey WPC Stock Holding History

HL Financial 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
Q1 		$245K Hold
3,194
– – ﹤0.01% 662
2018
Q4 		$204K Buy
+3,194
New +$208K ﹤0.01% 687

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

HL Financial Services's WPC Position: Q1 2019 in Review

HL Financial Services held its W.P. Carey (WPC) position steady in Q1 2019 at 3,194 shares worth $245K. The position accounts for ﹤0.01% of the portfolio, ranked #662.

HL Financial Services first reported a position in WPC in Q4 2018 and has held it in 2 quarters since. 560 funds tracked by Wall St. Rank hold WPC as of Q1 2019.

  • HL Financial Services held 3,194 shares of W.P. Carey worth $245K as of Q1 2019.
  • HL Financial Services left its W.P. Carey share count unchanged in Q1 2019.
  • W.P. Carey made up ﹤0.01% of HL Financial Services's portfolio in Q1 2019, its #662 holding.
  • HL Financial Services first reported a position in W.P. Carey in Q4 2018 and has held it in 2 quarters since.
  • 560 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2019.

Based on HL Financial Services's 13F filing for Q1 2019, filed 1 May 2019.