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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

New England Private Wealth Advisors's WPC Position: Q4 2019 in Review

New England Private Wealth Advisors sold out of W.P. Carey (WPC) in Q4 2019, closing a stake of 3,112 shares — an estimated $272K sold.

New England Private Wealth Advisors first reported a position in WPC in Q1 2017 and held it in 10 quarters. The position peaked at $293K in Q4 2017. 642 funds tracked by Wall St. Rank hold WPC as of Q4 2019.

New England Private Wealth Advisors reported no remaining W.P. Carey position as of Q4 2019 after selling out during the quarter.
New England Private Wealth Advisors sold 3,112 W.P. Carey shares in Q4 2019, an estimated $272K.
New England Private Wealth Advisors first reported a position in W.P. Carey in Q1 2017 and held it in 10 quarters.
New England Private Wealth Advisors's W.P. Carey position peaked at $293K in Q4 2017.
642 funds tracked by Wall St. Rank held W.P. Carey as of Q4 2019.

Based on New England Private Wealth Advisors's 13F filing for Q4 2019, filed 11 Feb 2020.