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Polaris Wealth Advisory Group’s W.P. Carey WPC Stock Holding History

Polaris Wealth Advisory 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
2018
Q4 		– Sell
-239
Closed -$15K – 470
2018
Q3 		$15K Buy
+239
New +$15.4K ﹤0.01% 361

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Polaris Wealth Advisory Group's WPC Position: Q4 2018 in Review

Polaris Wealth Advisory Group sold out of W.P. Carey (WPC) in Q4 2018, closing a stake of 239 shares — an estimated $15K sold.

Polaris Wealth Advisory Group first reported a position in WPC in Q3 2018 and held it in 1 quarter. The position peaked at $15K in Q3 2018. 527 funds tracked by Wall St. Rank hold WPC as of Q4 2018.

  • Polaris Wealth Advisory Group reported no remaining W.P. Carey position as of Q4 2018 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 239 W.P. Carey shares in Q4 2018, an estimated $15K.
  • Polaris Wealth Advisory Group first reported a position in W.P. Carey in Q3 2018 and held it in 1 quarter.
  • Polaris Wealth Advisory Group's W.P. Carey position peaked at $15K in Q3 2018.
  • 527 funds tracked by Wall St. Rank held W.P. Carey as of Q4 2018.

Based on Polaris Wealth Advisory Group's 13F filing for Q4 2018, filed 17 Jan 2019.