San Francisco Sentry Investment Group’s W.P. Carey WPC Stock Holding History

San Francisco Sentry 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
2020 Q1	–	Sell	-271	Closed	-$21K	–	1002
2019 Q4	$21K	Hold	271	–	–	0.01%	484
2019 Q3	$24K	Hold	271	–	–	0.01%	466
2019 Q2	$22K	Sell	271 -7	-3%	-$554	0.01%	474
2019 Q1	$21K	Buy	+278	New	+$20K	0.01%	492
2018 Q2	–	Sell	-329	Closed	-$20K	–	885
2018 Q1	$20K	Buy	329 +5	+2%	+$308	0.01%	590
2017 Q4	$22K	Buy	324 +4	+1%	+$274	0.01%	560
2017 Q3	$21K	Buy	320 +6	+2%	+$399	0.01%	549
2017 Q2	$20K	Buy	+314	New	+$19.9K	0.01%	462
2014 Q4	–	Sell	-278	Closed	-$17K	–	450
2014 Q3	$17K	Hold	278	–	–	0.01%	419
2014 Q2	$18K	Hold	278	–	–	0.01%	425
2014 Q1	$16K	Hold	278	–	–	0.01%	473
2013 Q4	$17K	Hold	278	–	–	0.01%	446
2013 Q3	$18K	Hold	278	–	–	0.01%	413
2013 Q2	$18K	Buy	+278	New	+$18.9K	0.01%	422

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 $3.38T AUM 44.17% 1-Year Est. Return

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

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

San Francisco Sentry Investment Group's WPC Position: Q1 2020 in Review

San Francisco Sentry Investment Group sold out of W.P. Carey (WPC) in Q1 2020, closing a stake of 271 shares — an estimated $21K sold.

San Francisco Sentry Investment Group first reported a position in WPC in Q2 2013 and held it in 14 quarters. The position peaked at $24K in Q3 2019. 612 funds tracked by Wall St. Rank hold WPC as of Q1 2020.

San Francisco Sentry Investment Group reported no remaining W.P. Carey position as of Q1 2020 after selling out during the quarter.
San Francisco Sentry Investment Group sold 271 W.P. Carey shares in Q1 2020, an estimated $21K.
San Francisco Sentry Investment Group first reported a position in W.P. Carey in Q2 2013 and held it in 14 quarters.
San Francisco Sentry Investment Group's W.P. Carey position peaked at $24K in Q3 2019.
612 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2020.

Based on San Francisco Sentry Investment Group's 13F filing for Q1 2020, filed 9 Apr 2020.