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Lombard Odier Asset Management (Switzerland)’s W.P. Carey WPC Stock Holding History

Lombard Odier Asset Management (Switzerland)’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
Q1 		– Sell
-7,500
Closed -$588K – 409
2019
Q4 		$588K Buy
7,500
+3,559
+90% +$298K 0.06% 229
2019
Q3 		$345K Buy
+3,941
New +$336K 0.04% 282

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JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dimensional Fund Advisors
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Legal & General Group
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Northern Trust
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Lombard Odier Asset Management (Switzerland)'s WPC Position: Q1 2020 in Review

Lombard Odier Asset Management (Switzerland) sold out of W.P. Carey (WPC) in Q1 2020, closing a stake of 7,500 shares — an estimated $588K sold.

Lombard Odier Asset Management (Switzerland) first reported a position in WPC in Q3 2019 and held it in 2 quarters. The position peaked at $588K in Q4 2019. 613 funds tracked by Wall St. Rank hold WPC as of Q1 2020.

  • Lombard Odier Asset Management (Switzerland) reported no remaining W.P. Carey position as of Q1 2020 after selling out during the quarter.
  • Lombard Odier Asset Management (Switzerland) sold 7,500 W.P. Carey shares in Q1 2020, an estimated $588K.
  • Lombard Odier Asset Management (Switzerland) first reported a position in W.P. Carey in Q3 2019 and held it in 2 quarters.
  • Lombard Odier Asset Management (Switzerland)'s W.P. Carey position peaked at $588K in Q4 2019.
  • 613 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2020.

Based on Lombard Odier Asset Management (Switzerland)'s 13F filing for Q1 2020, filed 15 May 2020.