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Patriot Investment Management Group’s W.P. Carey WPC Stock Holding History

Patriot Investment Management 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
2019
Q2 		– Sell
-3,267
Closed -$250K – 221
2019
Q1 		$250K Buy
+3,267
New +$235K 0.04% 189

Other funds holding WPC

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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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

Patriot Investment Management Group's WPC Position: Q2 2019 in Review

Patriot Investment Management Group sold out of W.P. Carey (WPC) in Q2 2019, closing a stake of 3,267 shares — an estimated $250K sold.

Patriot Investment Management Group first reported a position in WPC in Q1 2019 and held it in 1 quarter. The position peaked at $250K in Q1 2019. 585 funds tracked by Wall St. Rank hold WPC as of Q2 2019.

  • Patriot Investment Management Group reported no remaining W.P. Carey position as of Q2 2019 after selling out during the quarter.
  • Patriot Investment Management Group sold 3,267 W.P. Carey shares in Q2 2019, an estimated $250K.
  • Patriot Investment Management Group first reported a position in W.P. Carey in Q1 2019 and held it in 1 quarter.
  • Patriot Investment Management Group's W.P. Carey position peaked at $250K in Q1 2019.
  • 585 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2019.

Based on Patriot Investment Management Group's 13F filing for Q2 2019, filed 13 Aug 2019.