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Vantage Financial Partners (Illinois)’s W.P. Carey WPC Stock Holding History

Vantage Financial Partners (Illinois)’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
-91,985
Closed -$5.89M – 87
2018
Q4 		$5.89M Buy
+91,985
New +$5.99M 4.3% 6

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 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

Vantage Financial Partners (Illinois)'s WPC Position: Q1 2019 in Review

Vantage Financial Partners (Illinois) sold out of W.P. Carey (WPC) in Q1 2019, closing a stake of 91,985 shares — an estimated $5.89M sold.

Vantage Financial Partners (Illinois) first reported a position in WPC in Q4 2018 and held it in 1 quarter. The position peaked at $5.89M in Q4 2018. 560 funds tracked by Wall St. Rank hold WPC as of Q1 2019.

  • Vantage Financial Partners (Illinois) reported no remaining W.P. Carey position as of Q1 2019 after selling out during the quarter.
  • Vantage Financial Partners (Illinois) sold 91,985 W.P. Carey shares in Q1 2019, an estimated $5.89M.
  • Vantage Financial Partners (Illinois) first reported a position in W.P. Carey in Q4 2018 and held it in 1 quarter.
  • Vantage Financial Partners (Illinois)'s W.P. Carey position peaked at $5.89M in Q4 2018.
  • 560 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2019.

Based on Vantage Financial Partners (Illinois)'s 13F filing for Q1 2019, filed 9 May 2019.