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

Next 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 Q3	–	Sell	-84	Closed	-$7K	–	811
2019 Q2	$7K	Buy	+84	New	+$6.65K	﹤0.01%	551

Other funds holding WPC

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Next Capital Management's WPC Position: Q3 2019 in Review

Next Capital Management sold out of W.P. Carey (WPC) in Q3 2019, closing a stake of 84 shares — an estimated $7K sold.

Next Capital Management first reported a position in WPC in Q2 2019 and held it in 1 quarter. The position peaked at $7K in Q2 2019. 597 funds tracked by Wall St. Rank hold WPC as of Q3 2019.

Next Capital Management reported no remaining W.P. Carey position as of Q3 2019 after selling out during the quarter.
Next Capital Management sold 84 W.P. Carey shares in Q3 2019, an estimated $7K.
Next Capital Management first reported a position in W.P. Carey in Q2 2019 and held it in 1 quarter.
Next Capital Management's W.P. Carey position peaked at $7K in Q2 2019.
597 funds tracked by Wall St. Rank held W.P. Carey as of Q3 2019.

Based on Next Capital Management's 13F filing for Q3 2019, filed 12 Nov 2019.