Taylor Hoffman Wealth Management’s W.P. Carey WPC Stock Holding History

Taylor Hoffman Wealth Management’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 Q3	–	Sell	-1,399	Closed	-$93K	–	370
2020 Q2	$93K	Buy	+1,399	New	+$86.9K	0.06%	154
2020 Q1	–	Sell	-1,663	Closed	-$130K	–	391
2019 Q4	$130K	Hold	1,663	–	–	0.08%	142
2019 Q3	$146K	Hold	1,663	–	–	0.1%	133
2019 Q2	$132K	Hold	1,663	–	–	0.11%	136
2019 Q1	$128K	Sell	1,663 -280	-14%	-$20.2K	0.09%	132
2018 Q4	$124K	Buy	1,943 +1,130	+139%	+$73.5K	0.11%	121
2018 Q3	$51K	Hold	813	–	–	0.04%	187
2018 Q2	$53K	Sell	813 -204	-20%	-$12.9K	0.05%	176
2018 Q1	$62K	Buy	1,017 +31	+3%	+$1.91K	0.06%	163
2017 Q4	$67K	Buy	+986	New	+$67.5K	0.06%	156

Other funds holding WPC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Taylor Hoffman Wealth Management's WPC Position: Q3 2020 in Review

Taylor Hoffman Wealth Management sold out of W.P. Carey (WPC) in Q3 2020, closing a stake of 1,399 shares — an estimated $93K sold.

Taylor Hoffman Wealth Management first reported a position in WPC in Q4 2017 and held it in 10 quarters. The position peaked at $146K in Q3 2019. 605 funds tracked by Wall St. Rank hold WPC as of Q3 2020.

Taylor Hoffman Wealth Management reported no remaining W.P. Carey position as of Q3 2020 after selling out during the quarter.
Taylor Hoffman Wealth Management sold 1,399 W.P. Carey shares in Q3 2020, an estimated $93K.
Taylor Hoffman Wealth Management first reported a position in W.P. Carey in Q4 2017 and held it in 10 quarters.
Taylor Hoffman Wealth Management's W.P. Carey position peaked at $146K in Q3 2019.
605 funds tracked by Wall St. Rank held W.P. Carey as of Q3 2020.

Based on Taylor Hoffman Wealth Management's 13F filing for Q3 2020, filed 29 Oct 2020.