Patton Fund Management’s W.P. Carey WPC Stock Holding History

Patton Fund 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
2020 Q4	–	Sell	-4,853	Closed	-$310K	–	96
2020 Q3	$310K	Buy	+4,853	New	+$327K	0.17%	75

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

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

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

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

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

Patton Fund Management's WPC Position: Q4 2020 in Review

Patton Fund Management sold out of W.P. Carey (WPC) in Q4 2020, closing a stake of 4,853 shares — an estimated $310K sold.

Patton Fund Management first reported a position in WPC in Q3 2020 and held it in 1 quarter. The position peaked at $310K in Q3 2020. 637 funds tracked by Wall St. Rank hold WPC as of Q4 2020.

Patton Fund Management reported no remaining W.P. Carey position as of Q4 2020 after selling out during the quarter.
Patton Fund Management sold 4,853 W.P. Carey shares in Q4 2020, an estimated $310K.
Patton Fund Management first reported a position in W.P. Carey in Q3 2020 and held it in 1 quarter.
Patton Fund Management's W.P. Carey position peaked at $310K in Q3 2020.
637 funds tracked by Wall St. Rank held W.P. Carey as of Q4 2020.

Based on Patton Fund Management's 13F filing for Q4 2020, filed 29 Jan 2021.