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Richard Bernstein Advisors’s W.P. Carey WPC Stock Holding History

Richard Bernstein Advisors’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
Q2 		– Sell
-25,248
Closed -$1.44M – 279
2020
Q1 		$1.44M Hold
25,248
– – 0.05% 156
2019
Q4 		$1.98M Hold
25,248
– – 0.06% 175
2019
Q3 		$2.21M Hold
25,248
– – 0.07% 176
2019
Q2 		$2.01M Buy
+25,248
New +$2M 0.07% 180

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Richard Bernstein Advisors's WPC Position: Q2 2020 in Review

Richard Bernstein Advisors sold out of W.P. Carey (WPC) in Q2 2020, closing a stake of 25,248 shares — an estimated $1.44M sold.

Richard Bernstein Advisors first reported a position in WPC in Q2 2019 and held it in 4 quarters. The position peaked at $2.21M in Q3 2019. 610 funds tracked by Wall St. Rank hold WPC as of Q2 2020.

  • Richard Bernstein Advisors reported no remaining W.P. Carey position as of Q2 2020 after selling out during the quarter.
  • Richard Bernstein Advisors sold 25,248 W.P. Carey shares in Q2 2020, an estimated $1.44M.
  • Richard Bernstein Advisors first reported a position in W.P. Carey in Q2 2019 and held it in 4 quarters.
  • Richard Bernstein Advisors's W.P. Carey position peaked at $2.21M in Q3 2019.
  • 610 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2020.

Based on Richard Bernstein Advisors's 13F filing for Q2 2020, filed 14 Aug 2020.