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

NewFocus 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	$2.81M	Buy	40,684 +458	+1%	+$30.6K	0.83%	38
2020 Q3	$2.57M	Sell	40,226 -386	-1%	-$26K	0.86%	33
2020 Q2	$2.69M	Buy	40,612 +1,181	+3%	+$73.4K	0.96%	31
2020 Q1	$2.24M	Buy	39,431 +709	+2%	+$53.8K	1.04%	31
2019 Q4	$3.04M	Buy	38,722 +249	+0.6%	+$20.9K	1.19%	24
2019 Q3	$3.37M	Buy	38,473 +582	+2%	+$49.6K	1.48%	20
2019 Q2	$3.01M	Buy	37,891 +190	+0.5%	+$15.1K	1.39%	20
2019 Q1	$2.89M	Buy	37,701 +474	+1%	+$34.1K	1.44%	21
2018 Q4	$2.38M	Sell	37,227 -2,024	-5%	-$132K	1.41%	23
2018 Q3	$2.47M	Buy	39,251 +1,132	+3%	+$72.9K	1.34%	23
2018 Q2	$2.48M	Buy	38,119 +484	+1%	+$30.7K	1.49%	23
2018 Q1	$2.29M	Sell	37,635 -503	-1%	-$31K	1.44%	23
2017 Q4	$2.57M	Buy	38,138 +1,387	+4%	+$94.9K	1.57%	25
2017 Q3	$2.43M	Buy	36,751 +872	+2%	+$58K	1.58%	25
2017 Q2	$2.32M	Buy	35,879 +715	+2%	+$45.2K	1.31%	28
2017 Q1	$2.14M	Buy	+35,164	New	+$2.13M	1.32%	26

Other funds holding WPC

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

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 $34.6B AUM 20.7% 1-Year Est. Return

Legal & General Group

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return