WealthOne’s W.P. Carey WPC Stock Holding History

WealthOne’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	-51	Closed	-$3K	–	554
2018 Q4	$3K	Buy	+51	New	+$3.32K	﹤0.01%	543

Other funds holding WPC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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 Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

WealthOne's WPC Position: Q1 2019 in Review

WealthOne sold out of W.P. Carey (WPC) in Q1 2019, closing a stake of 51 shares — an estimated $3K sold.

WealthOne first reported a position in WPC in Q4 2018 and held it in 1 quarter. The position peaked at $3K in Q4 2018. 561 funds tracked by Wall St. Rank hold WPC as of Q1 2019.

WealthOne reported no remaining W.P. Carey position as of Q1 2019 after selling out during the quarter.
WealthOne sold 51 W.P. Carey shares in Q1 2019, an estimated $3K.
WealthOne first reported a position in W.P. Carey in Q4 2018 and held it in 1 quarter.
WealthOne's W.P. Carey position peaked at $3K in Q4 2018.
561 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2019.

Based on WealthOne's 13F filing for Q1 2019, filed 16 May 2019.