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Institute for Wealth Management’s W.P. Carey WPC Stock Holding History

Institute for Wealth 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
2019
Q3 		– Sell
-3,375
Closed -$268K – 476
2019
Q2 		$268K Sell
3,375
-2,127
-39% -$168K 0.06% 377
2019
Q1 		$422K Sell
5,502
-332
-6% -$23.9K 0.09% 273
2018
Q4 		$373K Buy
+5,834
New +$380K 0.15% 179

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
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 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
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Institute for Wealth Management's WPC Position: Q3 2019 in Review

Institute for Wealth Management sold out of W.P. Carey (WPC) in Q3 2019, closing a stake of 3,375 shares — an estimated $268K sold.

Institute for Wealth Management first reported a position in WPC in Q4 2018 and held it in 3 quarters. The position peaked at $422K in Q1 2019. 597 funds tracked by Wall St. Rank hold WPC as of Q3 2019.

  • Institute for Wealth Management reported no remaining W.P. Carey position as of Q3 2019 after selling out during the quarter.
  • Institute for Wealth Management sold 3,375 W.P. Carey shares in Q3 2019, an estimated $268K.
  • Institute for Wealth Management first reported a position in W.P. Carey in Q4 2018 and held it in 3 quarters.
  • Institute for Wealth Management's W.P. Carey position peaked at $422K in Q1 2019.
  • 597 funds tracked by Wall St. Rank held W.P. Carey as of Q3 2019.

Based on Institute for Wealth Management's 13F filing for Q3 2019, filed 28 Oct 2019.