Price Capital Management’s W.P. Carey WPC Stock Holding History

Price Capital 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	-715	Closed	-$63K	–	99
2019 Q3	$63K	Buy	+715	New	+$60.9K	0.04%	80

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Price Capital Management's WPC Position: Q4 2019 in Review

Price Capital Management sold out of W.P. Carey (WPC) in Q4 2019, closing a stake of 715 shares — an estimated $63K sold.

Price Capital Management first reported a position in WPC in Q3 2019 and held it in 1 quarter. The position peaked at $63K in Q3 2019. 641 funds tracked by Wall St. Rank hold WPC as of Q4 2019.

Price Capital Management reported no remaining W.P. Carey position as of Q4 2019 after selling out during the quarter.
Price Capital Management sold 715 W.P. Carey shares in Q4 2019, an estimated $63K.
Price Capital Management first reported a position in W.P. Carey in Q3 2019 and held it in 1 quarter.
Price Capital Management's W.P. Carey position peaked at $63K in Q3 2019.
641 funds tracked by Wall St. Rank held W.P. Carey as of Q4 2019.

Based on Price Capital Management's 13F filing for Q4 2019, filed 16 Jan 2020.