TRUE Private Wealth Advisors’s W.P. Carey WPC Stock Holding History

TRUE Private Wealth 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
2019 Q3	–	Sell	-248	Closed	-$19K	–	721
2019 Q2	$19K	Buy	+248	New	+$19.6K	﹤0.01%	466
2018 Q4	–	Sell	-25	Closed	-$1.57K	–	915
2018 Q3	$1.57K	Buy	+25	New	+$1.61K	﹤0.01%	1041
2016 Q4	–	Sell	-4,173	Closed	-$255K	–	158
2016 Q3	$255K	Buy	+4,173	New	+$278K	0.08%	114

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 $3.38T AUM 44.17% 1-Year Est. Return

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

PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return

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

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

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

TRUE Private Wealth Advisors's WPC Position: Q3 2019 in Review

TRUE Private Wealth Advisors sold out of W.P. Carey (WPC) in Q3 2019, closing a stake of 248 shares — an estimated $19K sold.

TRUE Private Wealth Advisors first reported a position in WPC in Q3 2016 and held it in 3 quarters. The position peaked at $255K in Q3 2016. 598 funds tracked by Wall St. Rank hold WPC as of Q3 2019.

TRUE Private Wealth Advisors reported no remaining W.P. Carey position as of Q3 2019 after selling out during the quarter.
TRUE Private Wealth Advisors sold 248 W.P. Carey shares in Q3 2019, an estimated $19K.
TRUE Private Wealth Advisors first reported a position in W.P. Carey in Q3 2016 and held it in 3 quarters.
TRUE Private Wealth Advisors's W.P. Carey position peaked at $255K in Q3 2016.
598 funds tracked by Wall St. Rank held W.P. Carey as of Q3 2019.

Based on TRUE Private Wealth Advisors's 13F filing for Q3 2019, filed 9 Oct 2019.