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Lake Point Wealth Management’s W.P. Carey WPC Stock Holding History

Lake Point Wealth 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
Q2 		$1K Hold
10
– – ﹤0.01% 631
2019
Q1 		$1K Buy
+10
New +$720 ﹤0.01% 630

Other funds holding WPC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

Lake Point Wealth Management's WPC Position: Q2 2019 in Review

Lake Point Wealth Management held its W.P. Carey (WPC) position steady in Q2 2019 at 10 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #631.

Lake Point Wealth Management first reported a position in WPC in Q1 2019 and has held it in 2 quarters since. 585 funds tracked by Wall St. Rank hold WPC as of Q2 2019.

  • Lake Point Wealth Management held 10 shares of W.P. Carey worth $1K as of Q2 2019.
  • Lake Point Wealth Management left its W.P. Carey share count unchanged in Q2 2019.
  • W.P. Carey made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2019, its #631 holding.
  • Lake Point Wealth Management first reported a position in W.P. Carey in Q1 2019 and has held it in 2 quarters since.
  • 585 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2019.

Based on Lake Point Wealth Management's 13F filing for Q2 2019, filed 7 Aug 2019.