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Northwest Wealth Management’s W.P. Carey WPC Stock Holding History

Northwest Wealth 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
Q4 		– Sell
-3,306
Closed -$290K – 117
2019
Q3 		$290K Buy
3,306
+163
+5% +$13.9K 0.24% 93
2019
Q2 		$250K Hold
3,143
– – 0.2% 99
2019
Q1 		$241K Sell
3,143
-663
-17% -$47.8K 0.18% 100
2018
Q4 		$244K Buy
3,806
+2,479
+187% +$161K 0.21% 91
2018
Q3 		$84K Hold
1,327
– – 0.06% 170
2018
Q2 		$86K Hold
1,327
– – 0.06% 164
2018
Q1 		$81K Buy
+1,327
New +$81.7K 0.06% 166

Other funds holding WPC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Northwest Wealth Management's WPC Position: Q4 2019 in Review

Northwest Wealth Management sold out of W.P. Carey (WPC) in Q4 2019, closing a stake of 3,306 shares — an estimated $290K sold.

Northwest Wealth Management first reported a position in WPC in Q1 2018 and held it in 7 quarters. The position peaked at $290K in Q3 2019. 642 funds tracked by Wall St. Rank hold WPC as of Q4 2019.

  • Northwest Wealth Management reported no remaining W.P. Carey position as of Q4 2019 after selling out during the quarter.
  • Northwest Wealth Management sold 3,306 W.P. Carey shares in Q4 2019, an estimated $290K.
  • Northwest Wealth Management first reported a position in W.P. Carey in Q1 2018 and held it in 7 quarters.
  • Northwest Wealth Management's W.P. Carey position peaked at $290K in Q3 2019.
  • 642 funds tracked by Wall St. Rank held W.P. Carey as of Q4 2019.

Based on Northwest Wealth Management's 13F filing for Q4 2019, filed 14 Jan 2020.