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

Lenox 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
2020
Q2 		$194K Hold
2,886
– – 0.06% 151
2020
Q1 		$167K Hold
2,886
– – 0.06% 148
2019
Q4 		$229K Hold
2,886
– – 0.06% 138
2019
Q3 		$255K Hold
2,886
– – 0.07% 128
2019
Q2 		$232K Hold
2,886
– – 0.07% 123
2019
Q1 		$224K Buy
+2,886
New +$208K 0.07% 119

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 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
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Lenox Wealth Management's WPC Position: Q2 2020 in Review

Lenox Wealth Management held its W.P. Carey (WPC) position steady in Q2 2020 at 2,886 shares worth $194K. The position accounts for 0.06% of the portfolio, ranked #151.

Lenox Wealth Management first reported a position in WPC in Q1 2019 and has held it in 6 quarters since. The position peaked at $255K in Q3 2019. 610 funds tracked by Wall St. Rank hold WPC as of Q2 2020.

  • Lenox Wealth Management held 2,886 shares of W.P. Carey worth $194K as of Q2 2020.
  • Lenox Wealth Management left its W.P. Carey share count unchanged in Q2 2020.
  • W.P. Carey made up 0.06% of Lenox Wealth Management's portfolio in Q2 2020, its #151 holding.
  • Lenox Wealth Management first reported a position in W.P. Carey in Q1 2019 and has held it in 6 quarters since.
  • Lenox Wealth Management's W.P. Carey position peaked at $255K in Q3 2019.
  • 610 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.