MFG
WPC icon

Menard Financial Group’s W.P. Carey WPC Stock Holding History

Menard Financial Group’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
Q4 		– Sell
-3,595
Closed -$229K – 159
2020
Q3 		$229K Sell
3,595
-148
-4% -$9.97K 0.27% 128
2020
Q2 		$248K Buy
+3,743
New +$232K 0.31% 85

Other funds holding WPC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Menard Financial Group's WPC Position: Q4 2020 in Review

Menard Financial Group sold out of W.P. Carey (WPC) in Q4 2020, closing a stake of 3,595 shares — an estimated $229K sold.

Menard Financial Group first reported a position in WPC in Q2 2020 and held it in 2 quarters. The position peaked at $248K in Q2 2020. 637 funds tracked by Wall St. Rank hold WPC as of Q4 2020.

  • Menard Financial Group reported no remaining W.P. Carey position as of Q4 2020 after selling out during the quarter.
  • Menard Financial Group sold 3,595 W.P. Carey shares in Q4 2020, an estimated $229K.
  • Menard Financial Group first reported a position in W.P. Carey in Q2 2020 and held it in 2 quarters.
  • Menard Financial Group's W.P. Carey position peaked at $248K in Q2 2020.
  • 637 funds tracked by Wall St. Rank held W.P. Carey as of Q4 2020.

Based on Menard Financial Group's 13F filing for Q4 2020, filed 9 Feb 2021.