LVZ Inc’s W.P. Carey WPC Stock Holding History

LVZ Inc’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	-3,152	Closed	-$247K	–	94
2019 Q4	$247K	Hold	3,152	–	–	0.05%	72
2019 Q3	$276K	Hold	3,152	–	–	0.06%	64
2019 Q2	$251K	Hold	3,152	–	–	0.06%	65
2019 Q1	$242K	Hold	3,152	–	–	0.06%	68
2018 Q4	$202K	Buy	+3,152	New	+$205K	0.06%	72
2018 Q1	–	Sell	-2,999	Closed	-$202K	–	82
2017 Q4	$202K	Buy	+2,999	New	+$205K	0.06%	70

Other funds holding WPC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LVZ Inc's WPC Position: Q1 2020 in Review

LVZ Inc sold out of W.P. Carey (WPC) in Q1 2020, closing a stake of 3,152 shares — an estimated $247K sold.

LVZ Inc first reported a position in WPC in Q4 2017 and held it in 6 quarters. The position peaked at $276K in Q3 2019. 612 funds tracked by Wall St. Rank hold WPC as of Q1 2020.

LVZ Inc reported no remaining W.P. Carey position as of Q1 2020 after selling out during the quarter.
LVZ Inc sold 3,152 W.P. Carey shares in Q1 2020, an estimated $247K.
LVZ Inc first reported a position in W.P. Carey in Q4 2017 and held it in 6 quarters.
LVZ Inc's W.P. Carey position peaked at $276K in Q3 2019.
612 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2020.

Based on LVZ Inc's 13F filing for Q1 2020, filed 20 Apr 2020.