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Landaas & Company’s W.P. Carey WPC Stock Holding History

Landaas & Company’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
2018
Q3 		– Sell
-1,236
Closed -$80K – 313
2018
Q2 		$80K Buy
+1,236
New +$78.3K 0.06% 107
2018
Q1 		– Sell
-1,236
Closed -$83K – 307
2017
Q4 		$83K Hold
1,236
– – 0.07% 110
2017
Q3 		$82K Buy
+1,236
New +$82.2K 0.07% 109

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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Landaas & Company's WPC Position: Q3 2018 in Review

Landaas & Company sold out of W.P. Carey (WPC) in Q3 2018, closing a stake of 1,236 shares — an estimated $80K sold.

Landaas & Company first reported a position in WPC in Q3 2017 and held it in 3 quarters. The position peaked at $83K in Q4 2017. 414 funds tracked by Wall St. Rank hold WPC as of Q3 2018.

  • Landaas & Company reported no remaining W.P. Carey position as of Q3 2018 after selling out during the quarter.
  • Landaas & Company sold 1,236 W.P. Carey shares in Q3 2018, an estimated $80K.
  • Landaas & Company first reported a position in W.P. Carey in Q3 2017 and held it in 3 quarters.
  • Landaas & Company's W.P. Carey position peaked at $83K in Q4 2017.
  • 414 funds tracked by Wall St. Rank held W.P. Carey as of Q3 2018.

Based on Landaas & Company's 13F filing for Q3 2018, filed 14 Nov 2018.