SXL
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Summit X LLC’s W.P. Carey WPC Stock Holding History

Summit X LLC’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
-5,064
Closed -$398K – 258
2019
Q4 		$398K Buy
5,064
+46
+0.9% +$3.85K 0.15% 163
2019
Q3 		$442K Sell
5,018
-2,384
-32% -$203K 0.18% 143
2019
Q2 		$590K Sell
7,402
-77
-1% -$6.1K 0.24% 111
2019
Q1 		$571K Sell
7,479
-47
-0.6% -$3.39K 0.24% 110
2018
Q4 		$480K Sell
7,526
-2,062
-22% -$134K 0.28% 102
2018
Q3 		$608K Buy
9,588
+143
+2% +$9.2K 0.3% 82
2018
Q2 		$615K Sell
9,445
-424
-4% -$26.9K 0.34% 71
2018
Q1 		$597K Buy
9,869
+36
+0.4% +$2.22K 0.36% 77
2017
Q4 		$663K Buy
9,833
+326
+3% +$22.3K 0.42% 64
2017
Q3 		$622K Buy
9,507
+72
+0.8% +$4.79K 0.41% 65
2017
Q2 		$609K Buy
+9,435
New +$596K 0.43% 66

Other funds holding WPC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $1.47T 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