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Silversage Advisors’s W.P. Carey WPC Stock Holding History

Silversage 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
Q3 		– Sell
-14,535
Closed -$1.2M – 32
2020
Q2 		$1.2M Buy
14,535
+10
+0.1% +$621 1.24% 16
2020
Q1 		$826K Sell
14,525
-10
-0.1% -$758 1.21% 17
2019
Q4 		$1.14M Buy
+14,535
New +$1.22M 1.2% 16

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 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
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Silversage Advisors's WPC Position: Q3 2020 in Review

Silversage Advisors sold out of W.P. Carey (WPC) in Q3 2020, closing a stake of 14,535 shares — an estimated $1.2M sold.

Silversage Advisors first reported a position in WPC in Q4 2019 and held it in 3 quarters. The position peaked at $1.2M in Q2 2020. 604 funds tracked by Wall St. Rank hold WPC as of Q3 2020.

  • Silversage Advisors reported no remaining W.P. Carey position as of Q3 2020 after selling out during the quarter.
  • Silversage Advisors sold 14,535 W.P. Carey shares in Q3 2020, an estimated $1.2M.
  • Silversage Advisors first reported a position in W.P. Carey in Q4 2019 and held it in 3 quarters.
  • Silversage Advisors's W.P. Carey position peaked at $1.2M in Q2 2020.
  • 604 funds tracked by Wall St. Rank held W.P. Carey as of Q3 2020.

Based on Silversage Advisors's 13F filing for Q3 2020, filed 23 Dec 2020.