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Nelson Capital Management’s W.P. Carey WPC Stock Holding History

Nelson Capital 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
2019
Q1 		– Sell
-80
Closed -$5K – 333
2018
Q4 		$5K Hold
80
– – ﹤0.01% 237
2018
Q3 		$5K Hold
80
– – ﹤0.01% 230
2018
Q2 		$5K Hold
80
– – ﹤0.01% 227
2018
Q1 		$5K Hold
80
– – ﹤0.01% 232
2017
Q4 		$5K Hold
80
– – ﹤0.01% 273
2017
Q3 		$5K Hold
80
– – ﹤0.01% 223
2017
Q2 		$5K Buy
+80
New +$5.06K ﹤0.01% 240

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 $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Nelson Capital Management's WPC Position: Q1 2019 in Review

Nelson Capital Management sold out of W.P. Carey (WPC) in Q1 2019, closing a stake of 80 shares — an estimated $5K sold.

Nelson Capital Management first reported a position in WPC in Q2 2017 and held it in 7 quarters. The position peaked at $5K in Q4 2018. 561 funds tracked by Wall St. Rank hold WPC as of Q1 2019.

  • Nelson Capital Management reported no remaining W.P. Carey position as of Q1 2019 after selling out during the quarter.
  • Nelson Capital Management sold 80 W.P. Carey shares in Q1 2019, an estimated $5K.
  • Nelson Capital Management first reported a position in W.P. Carey in Q2 2017 and held it in 7 quarters.
  • Nelson Capital Management's W.P. Carey position peaked at $5K in Q4 2018.
  • 561 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2019.

Based on Nelson Capital Management's 13F filing for Q1 2019, filed 9 May 2019.