LifePlan Financial Group’s W.P. Carey WPC Stock Holding History

LifePlan Financial Group’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	$42K	Hold	662	–	–	0.02%	262
2020 Q2	$44K	Hold	662	–	–	0.02%	255
2020 Q1	$38K	Hold	662	–	–	0.02%	251
2019 Q4	$52K	Hold	662	–	–	0.02%	242
2019 Q3	$58K	Sell	662 -141	-18%	-$12K	0.03%	227
2019 Q2	$64K	Hold	803	–	–	0.03%	216
2019 Q1	$62K	Hold	803	–	–	0.03%	221
2018 Q4	$51K	Buy	+803	New	+$52.3K	0.03%	229

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

LifePlan Financial Group's WPC Position: Q3 2020 in Review

LifePlan Financial Group held its W.P. Carey (WPC) position steady in Q3 2020 at 662 shares worth $42K. The position accounts for 0.02% of the portfolio, ranked #262.

LifePlan Financial Group first reported a position in WPC in Q4 2018 and has held it in 8 quarters since. The position peaked at $64K in Q2 2019. 604 funds tracked by Wall St. Rank hold WPC as of Q3 2020.

LifePlan Financial Group held 662 shares of W.P. Carey worth $42K as of Q3 2020.
LifePlan Financial Group left its W.P. Carey share count unchanged in Q3 2020.
W.P. Carey made up 0.02% of LifePlan Financial Group's portfolio in Q3 2020, its #262 holding.
LifePlan Financial Group first reported a position in W.P. Carey in Q4 2018 and has held it in 8 quarters since.
LifePlan Financial Group's W.P. Carey position peaked at $64K in Q2 2019.
604 funds tracked by Wall St. Rank held W.P. Carey as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.