LPC
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Loeb Partners Corp’s W.P. Carey WPC Stock Holding History

Loeb Partners Corp’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
2019
Q1 		– Sell
-29,711
Closed -$1.9M – 286
2018
Q4 		$1.9M Buy
29,711
+204
+0.7% +$13.3K 0.88% 35
2018
Q3 		$1.86M Buy
+29,507
New +$1.9M 0.69% 44

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Loeb Partners Corp's WPC Position: Q1 2019 in Review

Loeb Partners Corp sold out of W.P. Carey (WPC) in Q1 2019, closing a stake of 29,711 shares — an estimated $1.9M sold.

Loeb Partners Corp first reported a position in WPC in Q3 2018 and held it in 2 quarters. The position peaked at $1.9M in Q4 2018. 560 funds tracked by Wall St. Rank hold WPC as of Q1 2019.

  • Loeb Partners Corp reported no remaining W.P. Carey position as of Q1 2019 after selling out during the quarter.
  • Loeb Partners Corp sold 29,711 W.P. Carey shares in Q1 2019, an estimated $1.9M.
  • Loeb Partners Corp first reported a position in W.P. Carey in Q3 2018 and held it in 2 quarters.
  • Loeb Partners Corp's W.P. Carey position peaked at $1.9M in Q4 2018.
  • 560 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2019.

Based on Loeb Partners Corp's 13F filing for Q1 2019, filed 14 May 2019.