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

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

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

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Karpus Investment Management's WPC Position: Q4 2019 in Review

Karpus Investment Management sold out of W.P. Carey (WPC) in Q4 2019, closing a stake of 3,971 shares — an estimated $348K sold.

Karpus Investment Management first reported a position in WPC in Q1 2016 and held it in 14 quarters. The position peaked at $348K in Q3 2019. 642 funds tracked by Wall St. Rank hold WPC as of Q4 2019.

Karpus Investment Management reported no remaining W.P. Carey position as of Q4 2019 after selling out during the quarter.
Karpus Investment Management sold 3,971 W.P. Carey shares in Q4 2019, an estimated $348K.
Karpus Investment Management first reported a position in W.P. Carey in Q1 2016 and held it in 14 quarters.
Karpus Investment Management's W.P. Carey position peaked at $348K in Q3 2019.
642 funds tracked by Wall St. Rank held W.P. Carey as of Q4 2019.

Based on Karpus Investment Management's 13F filing for Q4 2019, filed 14 Feb 2020.