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United Asset Strategies’s W.P. Carey WPC Stock Holding History

United Asset Strategies’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
Q1 		– Sell
-4,084
Closed -$261K – 213
2018
Q4 		$261K Hold
4,084
– – 0.07% 160
2018
Q3 		$257K Hold
4,084
– – 0.06% 182
2018
Q2 		$265K Buy
+4,084
New +$259K 0.07% 180

Other funds holding WPC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

United Asset Strategies's WPC Position: Q1 2019 in Review

United Asset Strategies sold out of W.P. Carey (WPC) in Q1 2019, closing a stake of 4,084 shares — an estimated $261K sold.

United Asset Strategies first reported a position in WPC in Q2 2018 and held it in 3 quarters. The position peaked at $265K in Q2 2018. 561 funds tracked by Wall St. Rank hold WPC as of Q1 2019.

  • United Asset Strategies reported no remaining W.P. Carey position as of Q1 2019 after selling out during the quarter.
  • United Asset Strategies sold 4,084 W.P. Carey shares in Q1 2019, an estimated $261K.
  • United Asset Strategies first reported a position in W.P. Carey in Q2 2018 and held it in 3 quarters.
  • United Asset Strategies's W.P. Carey position peaked at $265K in Q2 2018.
  • 561 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2019.

Based on United Asset Strategies's 13F filing for Q1 2019, filed 2 May 2019.