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Stanley-Laman Group’s W.P. Carey WPC Stock Holding History

Stanley-Laman 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
-4,085
Closed -$320K – 330
2019
Q4 		$320K Buy
+4,085
New +$342K 0.08% 210
2018
Q3 		– Sell
-3,165
Closed -$206K – 237
2018
Q2 		$206K Sell
3,165
-5,616
-64% -$356K 0.05% 253
2018
Q1 		$533K Hold
8,781
– – 0.12% 211
2017
Q4 		$593K Sell
8,781
-816
-9% -$55.8K 0.13% 210
2017
Q3 		$633K Sell
9,597
-145
-1% -$9.64K 0.17% 146
2017
Q2 		$630K Buy
9,742
+1
+0% +$63 0.17% 123
2017
Q1 		$594K Sell
9,741
-29,220
-75% -$1.77M 0.16% 145
2016
Q4 		$2.25M Sell
38,961
-2,012
-5% -$118K 0.7% 41
2016
Q3 		$2.59M Sell
40,973
-33,249
-45% -$2.22M 1.06% 14
2016
Q2 		$5.05M Sell
74,222
-4,512
-6% -$283K 1.97% 6
2016
Q1 		$4.8M Buy
78,734
+2,756
+4% +$157K 0.9% 30
2015
Q4 		$4.39M Sell
75,978
-3,492
-4% -$209K 0.75% 37
2015
Q3 		$4.5M Buy
79,470
+11,104
+16% +$646K 0.92% 31
2015
Q2 		$3.95M Buy
68,366
+13,686
+25% +$856K 0.72% 43
2015
Q1 		$3.64M Buy
54,680
+6,177
+13% +$424K 0.67% 49
2014
Q4 		$3.33M Buy
48,503
+291
+0.6% +$19.2K 0.63% 52
2014
Q3 		$3.01M Buy
48,212
+4,289
+10% +$281K 0.59% 58
2014
Q2 		$2.77M Hold
43,923
– – 0.51% 64
2014
Q1 		$2.58M Buy
+43,923
New +$2.65M 0.45% 71

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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

Stanley-Laman Group's WPC Position: Q1 2020 in Review

Stanley-Laman Group sold out of W.P. Carey (WPC) in Q1 2020, closing a stake of 4,085 shares — an estimated $320K sold.

Stanley-Laman Group first reported a position in WPC in Q1 2014 and held it in 19 quarters. The position peaked at $5.05M in Q2 2016. 612 funds tracked by Wall St. Rank hold WPC as of Q1 2020.

  • Stanley-Laman Group reported no remaining W.P. Carey position as of Q1 2020 after selling out during the quarter.
  • Stanley-Laman Group sold 4,085 W.P. Carey shares in Q1 2020, an estimated $320K.
  • Stanley-Laman Group first reported a position in W.P. Carey in Q1 2014 and held it in 19 quarters.
  • Stanley-Laman Group's W.P. Carey position peaked at $5.05M in Q2 2016.
  • 612 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2020.

Based on Stanley-Laman Group's 13F filing for Q1 2020, filed 12 May 2020.