Leelyn Smith’s W.P. Carey WPC Stock Holding History

Leelyn Smith’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
2020 Q1	–	Sell	-735	Closed	-$59	–	364
2019 Q4	$59	Buy	+735	New	+$61.6K	0.03%	182

Other funds holding WPC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Leelyn Smith's WPC Position: Q1 2020 in Review

Leelyn Smith sold out of W.P. Carey (WPC) in Q1 2020, closing a stake of 735 shares — an estimated $59 sold.

Leelyn Smith first reported a position in WPC in Q4 2019 and held it in 1 quarter. The position peaked at $59 in Q4 2019. 612 funds tracked by Wall St. Rank hold WPC as of Q1 2020.

Leelyn Smith reported no remaining W.P. Carey position as of Q1 2020 after selling out during the quarter.
Leelyn Smith sold 735 W.P. Carey shares in Q1 2020, an estimated $59.
Leelyn Smith first reported a position in W.P. Carey in Q4 2019 and held it in 1 quarter.
Leelyn Smith's W.P. Carey position peaked at $59 in Q4 2019.
612 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2020.

Based on Leelyn Smith's 13F filing for Q1 2020, filed 6 May 2020.