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SPC Financial Inc’s W.P. Carey WPC Stock Holding History

SPC Financial Inc’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
Q4 		– Sell
-3,676
Closed -$322K – 146
2019
Q3 		$322K Sell
3,676
-1,000
-21% -$85.2K 0.07% 103
2019
Q2 		$372K Sell
4,676
-692
-13% -$54.8K 0.07% 104
2019
Q1 		$412K Hold
5,368
– – 0.09% 98
2018
Q4 		$344K Buy
+5,368
New +$349K 0.1% 94

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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

SPC Financial Inc's WPC Position: Q4 2019 in Review

SPC Financial Inc sold out of W.P. Carey (WPC) in Q4 2019, closing a stake of 3,676 shares — an estimated $322K sold.

SPC Financial Inc first reported a position in WPC in Q4 2018 and held it in 4 quarters. The position peaked at $412K in Q1 2019. 641 funds tracked by Wall St. Rank hold WPC as of Q4 2019.

  • SPC Financial Inc reported no remaining W.P. Carey position as of Q4 2019 after selling out during the quarter.
  • SPC Financial Inc sold 3,676 W.P. Carey shares in Q4 2019, an estimated $322K.
  • SPC Financial Inc first reported a position in W.P. Carey in Q4 2018 and held it in 4 quarters.
  • SPC Financial Inc's W.P. Carey position peaked at $412K in Q1 2019.
  • 641 funds tracked by Wall St. Rank held W.P. Carey as of Q4 2019.

Based on SPC Financial Inc's 13F filing for Q4 2019, filed 23 Jan 2020.