TG
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TLP Group’s W.P. Carey WPC Stock Holding History

TLP 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
2018
Q4 		– Sell
-494
Closed -$31K – 398
2018
Q3 		$31K Sell
494
-284
-37% -$18.3K 0.06% 194
2018
Q2 		$51K Buy
+778
New +$49.3K 0.09% 163
2018
Q1 		– Sell
-224
Closed -$15K – 648
2017
Q4 		$15K Sell
224
-3,524
-94% -$241K 0.01% 323
2017
Q3 		$247K Buy
3,748
+3,651
+3,764% +$243K 0.16% 174
2017
Q2 		$6K Buy
+97
New +$6.13K 0.01% 263
2017
Q1 		– Sell
-21
Closed -$1K – 457
2016
Q4 		$1K Sell
21
-1,785
-99% -$104K ﹤0.01% 253
2016
Q3 		$114K Sell
1,806
-6,494
-78% -$433K 0.12% 206
2016
Q2 		$564K Buy
+8,300
New +$521K 0.39% 117
2016
Q1 		– Sell
-3,455
Closed -$200K – 426
2015
Q4 		$200K Buy
+3,455
New +$207K 0.16% 194

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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