McDaniel Terry & Co’s W.P. Carey WPC Stock Holding History

McDaniel Terry & Co’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 Q4	–	Sell	-2,375	Closed	-$208K	–	84
2019 Q3	$208K	Buy	+2,375	New	+$202K	0.03%	78

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

McDaniel Terry & Co's WPC Position: Q4 2019 in Review

McDaniel Terry & Co sold out of W.P. Carey (WPC) in Q4 2019, closing a stake of 2,375 shares — an estimated $208K sold.

McDaniel Terry & Co first reported a position in WPC in Q3 2019 and held it in 1 quarter. The position peaked at $208K in Q3 2019. 641 funds tracked by Wall St. Rank hold WPC as of Q4 2019.

McDaniel Terry & Co reported no remaining W.P. Carey position as of Q4 2019 after selling out during the quarter.
McDaniel Terry & Co sold 2,375 W.P. Carey shares in Q4 2019, an estimated $208K.
McDaniel Terry & Co first reported a position in W.P. Carey in Q3 2019 and held it in 1 quarter.
McDaniel Terry & Co's W.P. Carey position peaked at $208K in Q3 2019.
641 funds tracked by Wall St. Rank held W.P. Carey as of Q4 2019.

Based on McDaniel Terry & Co's 13F filing for Q4 2019, filed 3 Feb 2020.