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TD Capital Management’s W.P. Carey WPC Stock Holding History

TD Capital 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
-600
Closed -$40K – 295
2020
Q2 		$40K Buy
600
+10
+2% +$621 0.01% 121
2020
Q1 		$34K Buy
590
+7
+1% +$531 0.01% 116
2019
Q4 		$46K Buy
583
+6
+1% +$503 0.01% 120
2019
Q3 		$51K Buy
577
+7
+1% +$596 0.01% 102
2019
Q2 		$45K Buy
+570
New +$45.2K 0.01% 108

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

TD Capital Management's WPC Position: Q3 2020 in Review

TD Capital Management sold out of W.P. Carey (WPC) in Q3 2020, closing a stake of 600 shares — an estimated $40K sold.

TD Capital Management first reported a position in WPC in Q2 2019 and held it in 5 quarters. The position peaked at $51K in Q3 2019. 604 funds tracked by Wall St. Rank hold WPC as of Q3 2020.

  • TD Capital Management reported no remaining W.P. Carey position as of Q3 2020 after selling out during the quarter.
  • TD Capital Management sold 600 W.P. Carey shares in Q3 2020, an estimated $40K.
  • TD Capital Management first reported a position in W.P. Carey in Q2 2019 and held it in 5 quarters.
  • TD Capital Management's W.P. Carey position peaked at $51K in Q3 2019.
  • 604 funds tracked by Wall St. Rank held W.P. Carey as of Q3 2020.

Based on TD Capital Management's 13F filing for Q3 2020, filed 13 Nov 2020.