Resource America’s W.P. Carey WPC Stock Holding History

Resource America’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 Q3	–	Sell	-71,470	Closed	-$5.68M	–	35
2019 Q2	$5.68M	Hold	71,470	–	–	3.42%	12
2019 Q1	$5.48M	Hold	71,470	–	–	3.28%	11
2018 Q4	$4.57M	Hold	71,470	–	–	2.82%	12
2018 Q3	$4.5M	Buy	71,470 +21,120	+42%	+$1.36M	2.95%	13
2018 Q2	$3.27M	Buy	50,350 +24,624	+96%	+$1.56M	2.26%	22
2018 Q1	$1.56M	Hold	25,726	–	–	1.12%	35
2017 Q4	$1.74M	Buy	+25,726	New	+$1.76M	1.32%	31

Other funds holding WPC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Resource America's WPC Position: Q3 2019 in Review

Resource America sold out of W.P. Carey (WPC) in Q3 2019, closing a stake of 71,470 shares — an estimated $5.68M sold.

Resource America first reported a position in WPC in Q4 2017 and held it in 7 quarters. The position peaked at $5.68M in Q2 2019. 598 funds tracked by Wall St. Rank hold WPC as of Q3 2019.

Resource America reported no remaining W.P. Carey position as of Q3 2019 after selling out during the quarter.
Resource America sold 71,470 W.P. Carey shares in Q3 2019, an estimated $5.68M.
Resource America first reported a position in W.P. Carey in Q4 2017 and held it in 7 quarters.
Resource America's W.P. Carey position peaked at $5.68M in Q2 2019.
598 funds tracked by Wall St. Rank held W.P. Carey as of Q3 2019.

Based on Resource America's 13F filing for Q3 2019, filed 29 Oct 2019.