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New England Private Wealth Advisors’s W.P. Carey WPC Stock Holding History

New England Private Wealth Advisors’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
-3,112
Closed -$272K – 163
2019
Q3 		$272K Buy
3,112
+11
+0.4% +$937 0.07% 123
2019
Q2 		$247K Buy
3,101
+7
+0.2% +$554 0.06% 135
2019
Q1 		$236K Buy
+3,094
New +$223K 0.06% 134
2018
Q4 		– Sell
-4,239
Closed -$266K – 168
2018
Q3 		$266K Sell
4,239
-156
-4% -$10K 0.07% 117
2018
Q2 		$287K Buy
4,395
+12
+0.3% +$761 0.08% 112
2018
Q1 		$265K Buy
4,383
+12
+0.3% +$739 0.07% 118
2017
Q4 		$293K Buy
4,371
+11
+0.3% +$753 0.08% 109
2017
Q3 		$289K Buy
4,360
+6
+0.1% +$399 0.09% 106
2017
Q2 		$283K Buy
4,354
+18
+0.4% +$1.14K 0.09% 110
2017
Q1 		$265K Buy
+4,336
New +$263K 0.08% 113

Other funds holding WPC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $1.47T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return