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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

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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.6B AUM 20.7% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return