Jacobs Levy Equity Management
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Jacobs Levy Equity Management’s W.P. Carey WPC Stock Holding History

Jacobs Levy Equity 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
2018
Q1 		– Sell
-12,660
Closed -$854K – 1064
2017
Q4 		$854K Hold
12,660
– – 0.02% 651
2017
Q3 		$836K Buy
+12,660
New +$842K 0.02% 616

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Jacobs Levy Equity Management's WPC Position: Q1 2018 in Review

Jacobs Levy Equity Management sold out of W.P. Carey (WPC) in Q1 2018, closing a stake of 12,660 shares — an estimated $854K sold.

Jacobs Levy Equity Management first reported a position in WPC in Q3 2017 and held it in 2 quarters. The position peaked at $854K in Q4 2017. 423 funds tracked by Wall St. Rank hold WPC as of Q1 2018.

  • Jacobs Levy Equity Management reported no remaining W.P. Carey position as of Q1 2018 after selling out during the quarter.
  • Jacobs Levy Equity Management sold 12,660 W.P. Carey shares in Q1 2018, an estimated $854K.
  • Jacobs Levy Equity Management first reported a position in W.P. Carey in Q3 2017 and held it in 2 quarters.
  • Jacobs Levy Equity Management's W.P. Carey position peaked at $854K in Q4 2017.
  • 423 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2018.

Based on Jacobs Levy Equity Management's 13F filing for Q1 2018, filed 15 May 2018.