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

Shoals 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
Q3 		– Sell
-102,100
Closed -$8.12M – 21
2019
Q2 		$8.12M Hold
102,100
– – 7.4% 6
2019
Q1 		$7.83M Buy
+102,100
New +$7.36M 6.9% 7

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PI
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Legal & General Group
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Northern Trust
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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Shoals Capital Management's WPC Position: Q3 2019 in Review

Shoals Capital Management sold out of W.P. Carey (WPC) in Q3 2019, closing a stake of 102,100 shares — an estimated $8.12M sold.

Shoals Capital Management first reported a position in WPC in Q1 2019 and held it in 2 quarters. The position peaked at $8.12M in Q2 2019. 597 funds tracked by Wall St. Rank hold WPC as of Q3 2019.

  • Shoals Capital Management reported no remaining W.P. Carey position as of Q3 2019 after selling out during the quarter.
  • Shoals Capital Management sold 102,100 W.P. Carey shares in Q3 2019, an estimated $8.12M.
  • Shoals Capital Management first reported a position in W.P. Carey in Q1 2019 and held it in 2 quarters.
  • Shoals Capital Management's W.P. Carey position peaked at $8.12M in Q2 2019.
  • 597 funds tracked by Wall St. Rank held W.P. Carey as of Q3 2019.

Based on Shoals Capital Management's 13F filing for Q3 2019, filed 14 Nov 2019.