MBE Wealth Management’s W.P. Carey WPC Stock Holding History

MBE Wealth Management’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	-102	Closed	-$5K	–	527
2020 Q1	$5K	Buy	+102	New	+$7.74K	﹤0.01%	383

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

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

Cohen & Steers New York $57.6B AUM 8.03% 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

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

MBE Wealth Management's WPC Position: Q2 2020 in Review

MBE Wealth Management sold out of W.P. Carey (WPC) in Q2 2020, closing a stake of 102 shares — an estimated $5K sold.

MBE Wealth Management first reported a position in WPC in Q1 2020 and held it in 1 quarter. The position peaked at $5K in Q1 2020. 610 funds tracked by Wall St. Rank hold WPC as of Q2 2020.

MBE Wealth Management reported no remaining W.P. Carey position as of Q2 2020 after selling out during the quarter.
MBE Wealth Management sold 102 W.P. Carey shares in Q2 2020, an estimated $5K.
MBE Wealth Management first reported a position in W.P. Carey in Q1 2020 and held it in 1 quarter.
MBE Wealth Management's W.P. Carey position peaked at $5K in Q1 2020.
610 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2020.

Based on MBE Wealth Management's 13F filing for Q2 2020, filed 14 Aug 2020.