Legacy Financial Advisors’s W.P. Carey WPC Stock Holding History

Legacy Financial Advisors’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 Q3	–	Sell	-31,371	Closed	-$2.08M	–	138
2020 Q2	$2.08M	Hold	31,371	–	–	0.75%	16
2020 Q1	$2.02M	Hold	31,371	–	–	0.75%	16
2019 Q4	$2.46M	Hold	31,371	–	–	0.78%	13
2019 Q3	$2.75M	Hold	31,371	–	–	0.91%	11
2019 Q2	$2.49M	Sell	31,371 -312	-1%	-$24.7K	0.88%	11
2019 Q1	$2.43M	Buy	31,683 +2,694	+9%	+$194K	0.82%	9
2018 Q4	$1.85M	Buy	28,989 +618	+2%	+$40.2K	0.72%	14
2018 Q3	$1.79M	Buy	28,371 +13,784	+94%	+$887K	0.65%	16
2018 Q2	$954K	Sell	14,587 -508	-3%	-$32.2K	0.36%	24
2018 Q1	$916K	Buy	15,095 +148	+1%	+$9.11K	0.36%	24
2017 Q4	$1.01M	Buy	+14,947	New	+$1.02M	0.41%	22

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

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Legacy Financial Advisors's WPC Position: Q3 2020 in Review

Legacy Financial Advisors sold out of W.P. Carey (WPC) in Q3 2020, closing a stake of 31,371 shares — an estimated $2.08M sold.

Legacy Financial Advisors first reported a position in WPC in Q4 2017 and held it in 11 quarters. The position peaked at $2.75M in Q3 2019. 605 funds tracked by Wall St. Rank hold WPC as of Q3 2020.

Legacy Financial Advisors reported no remaining W.P. Carey position as of Q3 2020 after selling out during the quarter.
Legacy Financial Advisors sold 31,371 W.P. Carey shares in Q3 2020, an estimated $2.08M.
Legacy Financial Advisors first reported a position in W.P. Carey in Q4 2017 and held it in 11 quarters.
Legacy Financial Advisors's W.P. Carey position peaked at $2.75M in Q3 2019.
605 funds tracked by Wall St. Rank held W.P. Carey as of Q3 2020.

Based on Legacy Financial Advisors's 13F filing for Q3 2020, filed 9 Nov 2020.