NEXT Financial Holdings’s W.P. Carey WPC Stock Holding History

NEXT Financial Holdings’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	$300K	Buy	+3,907	New	+$281K	0.08%	253

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

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

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

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

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

NEXT Financial Holdings's WPC Position: Q1 2019 in Review

NEXT Financial Holdings opened a new position in W.P. Carey (WPC) in Q1 2019: 3,907 shares worth $300K. The stake represents 0.08% of the portfolio and ranks #253 among its holdings.

560 funds tracked by Wall St. Rank hold WPC as of Q1 2019.

NEXT Financial Holdings held 3,907 shares of W.P. Carey worth $300K as of Q1 2019.
W.P. Carey was a new NEXT Financial Holdings position in Q1 2019.
W.P. Carey made up 0.08% of NEXT Financial Holdings's portfolio in Q1 2019, its #253 holding.
560 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2019.

Based on NEXT Financial Holdings's 13F filing for Q1 2019, filed 13 May 2019.