Julex Capital Management’s W.P. Carey WPC Stock Holding History

Julex Capital 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	$4K	Hold	44	–	–	0.01%	76
2019 Q2	$3K	Buy	+44	New	+$3.48K	﹤0.01%	58

Other funds holding WPC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Julex Capital Management's WPC Position: Q3 2019 in Review

Julex Capital Management held its W.P. Carey (WPC) position steady in Q3 2019 at 44 shares worth $4K. The position accounts for 0.01% of the portfolio, ranked #76.

Julex Capital Management first reported a position in WPC in Q2 2019 and has held it in 2 quarters since. 598 funds tracked by Wall St. Rank hold WPC as of Q3 2019.

Julex Capital Management held 44 shares of W.P. Carey worth $4K as of Q3 2019.
Julex Capital Management left its W.P. Carey share count unchanged in Q3 2019.
W.P. Carey made up 0.01% of Julex Capital Management's portfolio in Q3 2019, its #76 holding.
Julex Capital Management first reported a position in W.P. Carey in Q2 2019 and has held it in 2 quarters since.
598 funds tracked by Wall St. Rank held W.P. Carey as of Q3 2019.

Based on Julex Capital Management's 13F filing for Q3 2019, filed 18 Oct 2019.