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Quad-Cities Investment Group’s W.P. Carey WPC Stock Holding History

Quad-Cities Investment 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
Q4 		– Sell
-306
Closed -$27K – 705
2019
Q3 		$27K Hold
306
– – 0.02% 444
2019
Q2 		$24K Hold
306
– – 0.02% 470
2019
Q1 		$23K Hold
306
– – 0.02% 469
2018
Q4 		$20K Hold
306
– – 0.02% 489
2018
Q3 		$19K Hold
306
– – 0.02% 527
2018
Q2 		$20K Buy
+306
New +$19.4K 0.02% 527

Other funds holding WPC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Quad-Cities Investment Group's WPC Position: Q4 2019 in Review

Quad-Cities Investment Group sold out of W.P. Carey (WPC) in Q4 2019, closing a stake of 306 shares — an estimated $27K sold.

Quad-Cities Investment Group first reported a position in WPC in Q2 2018 and held it in 6 quarters. The position peaked at $27K in Q3 2019. 642 funds tracked by Wall St. Rank hold WPC as of Q4 2019.

  • Quad-Cities Investment Group reported no remaining W.P. Carey position as of Q4 2019 after selling out during the quarter.
  • Quad-Cities Investment Group sold 306 W.P. Carey shares in Q4 2019, an estimated $27K.
  • Quad-Cities Investment Group first reported a position in W.P. Carey in Q2 2018 and held it in 6 quarters.
  • Quad-Cities Investment Group's W.P. Carey position peaked at $27K in Q3 2019.
  • 642 funds tracked by Wall St. Rank held W.P. Carey as of Q4 2019.

Based on Quad-Cities Investment Group's 13F filing for Q4 2019, filed 28 Jan 2020.