WCM
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Wealthcare Capital Management’s W.P. Carey WPC Stock Holding History

Wealthcare Capital Management’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
-28
Closed -$2K – 656
2019
Q4 		$2K Buy
+28
New +$2.35K ﹤0.01% 587
2017
Q2 		– Sell
-210
Closed -$13K – 203
2017
Q1 		$13K Hold
210
– – ﹤0.01% 121
2016
Q4 		$12K Buy
+210
New +$12.3K ﹤0.01% 117

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Wealthcare Capital Management's WPC Position: Q1 2020 in Review

Wealthcare Capital Management sold out of W.P. Carey (WPC) in Q1 2020, closing a stake of 28 shares — an estimated $2K sold.

Wealthcare Capital Management first reported a position in WPC in Q4 2016 and held it in 3 quarters. The position peaked at $13K in Q1 2017. 612 funds tracked by Wall St. Rank hold WPC as of Q1 2020.

  • Wealthcare Capital Management reported no remaining W.P. Carey position as of Q1 2020 after selling out during the quarter.
  • Wealthcare Capital Management sold 28 W.P. Carey shares in Q1 2020, an estimated $2K.
  • Wealthcare Capital Management first reported a position in W.P. Carey in Q4 2016 and held it in 3 quarters.
  • Wealthcare Capital Management's W.P. Carey position peaked at $13K in Q1 2017.
  • 612 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2020.

Based on Wealthcare Capital Management's 13F filing for Q1 2020, filed 29 Apr 2020.