VV
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Verity & Verity’s W.P. Carey WPC Stock Holding History

Verity & Verity’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
-3,211
Closed -$252K – 113
2019
Q4 		$252K Buy
3,211
+25
+0.8% +$2.1K 0.05% 105
2019
Q3 		$283K Buy
3,186
+103
+3% +$8.78K 0.06% 102
2019
Q2 		$245K Buy
+3,083
New +$244K 0.05% 100

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
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

Verity & Verity's WPC Position: Q1 2020 in Review

Verity & Verity sold out of W.P. Carey (WPC) in Q1 2020, closing a stake of 3,211 shares — an estimated $252K sold.

Verity & Verity first reported a position in WPC in Q2 2019 and held it in 3 quarters. The position peaked at $283K in Q3 2019. 612 funds tracked by Wall St. Rank hold WPC as of Q1 2020.

  • Verity & Verity reported no remaining W.P. Carey position as of Q1 2020 after selling out during the quarter.
  • Verity & Verity sold 3,211 W.P. Carey shares in Q1 2020, an estimated $252K.
  • Verity & Verity first reported a position in W.P. Carey in Q2 2019 and held it in 3 quarters.
  • Verity & Verity's W.P. Carey position peaked at $283K in Q3 2019.
  • 612 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2020.

Based on Verity & Verity's 13F filing for Q1 2020, filed 9 Apr 2020.