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

Karpus 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
2019
Q4 		– Sell
-3,971
Closed -$348K – 202
2019
Q3 		$348K Hold
3,971
– – 0.01% 169
2019
Q2 		$316K Hold
3,971
– – 0.01% 174
2019
Q1 		$306K Hold
3,971
– – 0.01% 187
2018
Q4 		$254K Hold
3,971
– – 0.01% 193
2018
Q3 		$250K Hold
3,971
– – 0.01% 172
2018
Q2 		$259K Hold
3,971
– – 0.01% 162
2018
Q1 		$241K Hold
3,971
– – 0.01% 157
2017
Q4 		$268K Hold
3,971
– – 0.01% 137
2017
Q3 		$262K Hold
3,971
– – 0.01% 121
2017
Q2 		$257K Hold
3,971
– – 0.01% 128
2017
Q1 		$242K Buy
+3,971
New +$241K 0.01% 154
2016
Q4 		– Sell
-3,971
Closed -$251K – 173
2016
Q3 		$251K Hold
3,971
– – 0.01% 144
2016
Q2 		$270K Hold
3,971
– – 0.01% 152
2016
Q1 		$242K Buy
+3,971
New +$226K 0.01% 173

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JP Morgan Chase
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Dimensional Fund Advisors
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Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Northern Trust
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Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return