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McKinley Carter Wealth Services’s W.P. Carey WPC Stock Holding History

McKinley Carter Wealth Services’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
2018
Q2 		– Sell
-1,158
Closed -$70K – 391
2018
Q1 		$70K Buy
+1,158
New +$71.3K 0.02% 234

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 $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

McKinley Carter Wealth Services's WPC Position: Q2 2018 in Review

McKinley Carter Wealth Services sold out of W.P. Carey (WPC) in Q2 2018, closing a stake of 1,158 shares — an estimated $70K sold.

McKinley Carter Wealth Services first reported a position in WPC in Q1 2018 and held it in 1 quarter. The position peaked at $70K in Q1 2018. 425 funds tracked by Wall St. Rank hold WPC as of Q2 2018.

  • McKinley Carter Wealth Services reported no remaining W.P. Carey position as of Q2 2018 after selling out during the quarter.
  • McKinley Carter Wealth Services sold 1,158 W.P. Carey shares in Q2 2018, an estimated $70K.
  • McKinley Carter Wealth Services first reported a position in W.P. Carey in Q1 2018 and held it in 1 quarter.
  • McKinley Carter Wealth Services's W.P. Carey position peaked at $70K in Q1 2018.
  • 425 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2018.

Based on McKinley Carter Wealth Services's 13F filing for Q2 2018, filed 7 Dec 2018.