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

Oak Point 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
2018
Q1 		$569K Sell
9,511
-584
-6% -$35.9K 0.58% 52
2017
Q4 		$681K Buy
+10,095
New +$691K 0.67% 46

Other funds holding WPC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Oak Point Wealth Management's WPC Position: Q1 2018 in Review

Oak Point Wealth Management reduced its W.P. Carey (WPC) stake by 5.8% in Q1 2018, selling an estimated $35.9K and leaving 9,511 shares worth $569K. The position accounts for 0.58% of the portfolio, ranked #52.

Oak Point Wealth Management first reported a position in WPC in Q4 2017 and has held it in 2 quarters since. The position peaked at $681K in Q4 2017. 423 funds tracked by Wall St. Rank hold WPC as of Q1 2018.

  • Oak Point Wealth Management held 9,511 shares of W.P. Carey worth $569K as of Q1 2018.
  • Oak Point Wealth Management sold 584 W.P. Carey shares in Q1 2018, an estimated $35.9K.
  • W.P. Carey made up 0.58% of Oak Point Wealth Management's portfolio in Q1 2018, its #52 holding.
  • Oak Point Wealth Management first reported a position in W.P. Carey in Q4 2017 and has held it in 2 quarters since.
  • Oak Point Wealth Management's W.P. Carey position peaked at $681K in Q4 2017.
  • 423 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2018.

Based on Oak Point Wealth Management's 13F filing for Q1 2018, filed 30 Apr 2018.