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

Karp 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
Q1 		– Sell
-408
Closed -$26K – 379
2018
Q4 		$26K Buy
+408
New +$26.6K 0.01% 190
2015
Q4 		– Sell
-204
Closed -$12K – 290
2015
Q3 		$12K Buy
+204
New +$11.9K 0.01% 257

Other funds holding WPC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Karp Capital Management's WPC Position: Q1 2019 in Review

Karp Capital Management sold out of W.P. Carey (WPC) in Q1 2019, closing a stake of 408 shares — an estimated $26K sold.

Karp Capital Management first reported a position in WPC in Q3 2015 and held it in 2 quarters. The position peaked at $26K in Q4 2018. 561 funds tracked by Wall St. Rank hold WPC as of Q1 2019.

  • Karp Capital Management reported no remaining W.P. Carey position as of Q1 2019 after selling out during the quarter.
  • Karp Capital Management sold 408 W.P. Carey shares in Q1 2019, an estimated $26K.
  • Karp Capital Management first reported a position in W.P. Carey in Q3 2015 and held it in 2 quarters.
  • Karp Capital Management's W.P. Carey position peaked at $26K in Q4 2018.
  • 561 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2019.

Based on Karp Capital Management's 13F filing for Q1 2019, filed 7 May 2019.