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Stratford Consulting’s W.P. Carey WPC Stock Holding History

Stratford Consulting’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 		$211K Buy
3,707
+46
+1% +$3.49K 0.1% 51
2019
Q4 		$287K Buy
3,661
+41
+1% +$3.44K 0.09% 47
2019
Q3 		$317K Buy
3,620
+43
+1% +$3.66K 0.11% 46
2019
Q2 		$284K Buy
3,577
+47
+1% +$3.72K 0.1% 46
2019
Q1 		$271K Sell
3,530
-1,869
-35% -$135K 0.1% 47
2018
Q4 		$346K Buy
+5,399
New +$351K 0.14% 41

Other funds holding WPC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Stratford Consulting's WPC Position: Q1 2020 in Review

Stratford Consulting increased its W.P. Carey (WPC) stake by 1.3% in Q1 2020, buying an estimated $3.49K and bringing the position to 3,707 shares worth $211K. The position accounts for 0.1% of the portfolio, ranked #51.

Stratford Consulting first reported a position in WPC in Q4 2018 and has held it in 6 quarters since. The position peaked at $346K in Q4 2018. 612 funds tracked by Wall St. Rank hold WPC as of Q1 2020.

  • Stratford Consulting held 3,707 shares of W.P. Carey worth $211K as of Q1 2020.
  • Stratford Consulting bought 46 W.P. Carey shares in Q1 2020, an estimated $3.49K.
  • W.P. Carey made up 0.1% of Stratford Consulting's portfolio in Q1 2020, its #51 holding.
  • Stratford Consulting first reported a position in W.P. Carey in Q4 2018 and has held it in 6 quarters since.
  • Stratford Consulting's W.P. Carey position peaked at $346K in Q4 2018.
  • 612 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2020.

Based on Stratford Consulting's 13F filing for Q1 2020, filed 11 May 2020.