Slow Capital’s iShares International Developed Property ETF WPS Stock Holding History

Slow Capital’s Portfolio WPS Stock Details WPS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-21,597	Closed	-$837K	–	198
2019 Q4	$837K	Buy	21,597 +289	+1%	+$11.3K	0.26%	118
2019 Q3	$820K	Sell	21,308 -697	-3%	-$26.5K	0.29%	111
2019 Q2	$837K	Buy	22,005 +2,427	+12%	+$92.5K	0.35%	90
2019 Q1	$761K	Buy	19,578 +1,137	+6%	+$42.5K	0.3%	105
2018 Q4	$636K	Sell	18,441 -1,532	-8%	-$54.4K	0.31%	102
2018 Q3	$739K	Sell	19,973 -4,502	-18%	-$170K	0.33%	100
2018 Q2	$930K	Buy	24,475 +1,083	+5%	+$42.4K	0.47%	79
2018 Q1	$912K	Buy	23,392 +17,021	+267%	+$672K	0.41%	88
2017 Q4	$252K	Buy	+6,371	New	+$248K	0.13%	126

Other funds holding WPS

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

CPWM LLC Seattle, Washington $1.06B AUM 14.49% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

FIM

Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return

Schoolcraft Capital Boulder, Colorado $516M AUM 16.37% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AHC

Adell Harriman & Carpenter Houston, Texas $1.64B AUM 36.77% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Slow Capital's WPS Position: Q1 2020 in Review

Slow Capital sold out of iShares International Developed Property ETF (WPS) in Q1 2020, closing a stake of 21,597 shares — an estimated $837K sold.

Slow Capital first reported a position in WPS in Q4 2017 and held it in 9 quarters. The position peaked at $930K in Q2 2018. 45 funds tracked by Wall St. Rank hold WPS as of Q1 2020.

Slow Capital reported no remaining iShares International Developed Property ETF position as of Q1 2020 after selling out during the quarter.
Slow Capital sold 21,597 iShares International Developed Property ETF shares in Q1 2020, an estimated $837K.
Slow Capital first reported a position in iShares International Developed Property ETF in Q4 2017 and held it in 9 quarters.
Slow Capital's iShares International Developed Property ETF position peaked at $930K in Q2 2018.
45 funds tracked by Wall St. Rank held iShares International Developed Property ETF as of Q1 2020.

Based on Slow Capital's 13F filing for Q1 2020, filed 12 May 2020.