Jupiter Investment Management’s W.P. Carey WPC Stock Holding History

Jupiter Investment 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
2020 Q1	–	Sell	-22,748	Closed	-$1.78M	–	505
2019 Q4	$1.78M	Buy	+22,748	New	+$1.91M	0.02%	292
2015 Q3	–	Sell	-18,991	Closed	-$1.1M	–	415
2015 Q2	$1.1M	Buy	+18,991	New	+$1.19M	0.03%	175
2015 Q1	–	Sell	-3,574	Closed	-$245K	–	431
2014 Q4	$245K	Sell	3,574 -13,885	-80%	-$917K	0.01%	322
2014 Q3	$1.09M	Buy	+17,459	New	+$1.14M	0.05%	224
2014 Q2	–	Sell	-24,912	Closed	-$1.47M	–	418
2014 Q1	$1.47M	Buy	24,912 +7,249	+41%	+$438K	0.1%	198
2013 Q4	$1.06M	Buy	+17,663	New	+$1.11M	0.09%	224

Other funds holding WPC

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Jupiter Investment Management's WPC Position: Q1 2020 in Review

Jupiter Investment Management sold out of W.P. Carey (WPC) in Q1 2020, closing a stake of 22,748 shares — an estimated $1.78M sold.

Jupiter Investment Management first reported a position in WPC in Q4 2013 and held it in 6 quarters. The position peaked at $1.78M in Q4 2019. 612 funds tracked by Wall St. Rank hold WPC as of Q1 2020.

Jupiter Investment Management reported no remaining W.P. Carey position as of Q1 2020 after selling out during the quarter.
Jupiter Investment Management sold 22,748 W.P. Carey shares in Q1 2020, an estimated $1.78M.
Jupiter Investment Management first reported a position in W.P. Carey in Q4 2013 and held it in 6 quarters.
Jupiter Investment Management's W.P. Carey position peaked at $1.78M in Q4 2019.
612 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2020.

Based on Jupiter Investment Management's 13F filing for Q1 2020, filed 23 Apr 2020.