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LS Investment Advisors’s W.P. Carey WPC Stock Holding History

LS Investment 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
Q2 		– Sell
-575
Closed -$33K – 1723
2020
Q1 		$33K Sell
575
-2,741
-83% -$208K ﹤0.01% 1223
2019
Q4 		$260K Hold
3,316
– – 0.01% 700
2019
Q3 		$291K Hold
3,316
– – 0.02% 635
2019
Q2 		$264K Hold
3,316
– – 0.02% 668
2019
Q1 		$254K Hold
3,316
– – 0.02% 682
2018
Q4 		$212K Buy
+3,316
New +$216K 0.01% 722
2018
Q1 		– Sell
-39
Closed -$3K – 1888
2017
Q4 		$3K Buy
+39
New +$2.67K ﹤0.01% 1823

Other funds holding WPC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

LS Investment Advisors's WPC Position: Q2 2020 in Review

LS Investment Advisors sold out of W.P. Carey (WPC) in Q2 2020, closing a stake of 575 shares — an estimated $33K sold.

LS Investment Advisors first reported a position in WPC in Q4 2017 and held it in 7 quarters. The position peaked at $291K in Q3 2019. 611 funds tracked by Wall St. Rank hold WPC as of Q2 2020.

  • LS Investment Advisors reported no remaining W.P. Carey position as of Q2 2020 after selling out during the quarter.
  • LS Investment Advisors sold 575 W.P. Carey shares in Q2 2020, an estimated $33K.
  • LS Investment Advisors first reported a position in W.P. Carey in Q4 2017 and held it in 7 quarters.
  • LS Investment Advisors's W.P. Carey position peaked at $291K in Q3 2019.
  • 611 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2020.

Based on LS Investment Advisors's 13F filing for Q2 2020, filed 10 Aug 2020.