VCP
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Verus Capital Partners’s W.P. Carey WPC Stock Holding History

Verus Capital Partners’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 		$155K Sell
2,722
-12
-0.4% -$910 0.05% 225
2019
Q4 		$214K Buy
+2,734
New +$229K 0.07% 227

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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

Verus Capital Partners's WPC Position: Q1 2020 in Review

Verus Capital Partners reduced its W.P. Carey (WPC) stake by 0.44% in Q1 2020, selling an estimated $910 and leaving 2,722 shares worth $155K. The position accounts for 0.05% of the portfolio, ranked #225.

Verus Capital Partners first reported a position in WPC in Q4 2019 and has held it in 2 quarters since. The position peaked at $214K in Q4 2019. 612 funds tracked by Wall St. Rank hold WPC as of Q1 2020.

  • Verus Capital Partners held 2,722 shares of W.P. Carey worth $155K as of Q1 2020.
  • Verus Capital Partners sold 12 W.P. Carey shares in Q1 2020, an estimated $910.
  • W.P. Carey made up 0.05% of Verus Capital Partners's portfolio in Q1 2020, its #225 holding.
  • Verus Capital Partners first reported a position in W.P. Carey in Q4 2019 and has held it in 2 quarters since.
  • Verus Capital Partners's W.P. Carey position peaked at $214K in Q4 2019.
  • 612 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2020.

Based on Verus Capital Partners's 13F filing for Q1 2020, filed 26 May 2020.