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Tower Bridge Advisors’s W.P. Carey WPC Stock Holding History

Tower Bridge Advisors’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
-2,553
Closed -$200K – 201
2019
Q4 		$200K Hold
2,553
– – 0.02% 200
2019
Q3 		$211K Hold
2,553
– – 0.02% 197
2019
Q2 		$203K Buy
+2,553
New +$202K 0.02% 200

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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T 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

Tower Bridge Advisors's WPC Position: Q1 2020 in Review

Tower Bridge Advisors sold out of W.P. Carey (WPC) in Q1 2020, closing a stake of 2,553 shares — an estimated $200K sold.

Tower Bridge Advisors first reported a position in WPC in Q2 2019 and held it in 3 quarters. The position peaked at $211K in Q3 2019. 612 funds tracked by Wall St. Rank hold WPC as of Q1 2020.

  • Tower Bridge Advisors reported no remaining W.P. Carey position as of Q1 2020 after selling out during the quarter.
  • Tower Bridge Advisors sold 2,553 W.P. Carey shares in Q1 2020, an estimated $200K.
  • Tower Bridge Advisors first reported a position in W.P. Carey in Q2 2019 and held it in 3 quarters.
  • Tower Bridge Advisors's W.P. Carey position peaked at $211K in Q3 2019.
  • 612 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2020.

Based on Tower Bridge Advisors's 13F filing for Q1 2020, filed 27 Apr 2020.