Wealthspire Advisors (Maryland)’s W.P. Carey WPC Stock Holding History

Wealthspire Advisors (Maryland)’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 Q2	–	Sell	-84	Closed	-$6K	–	2052
2019 Q1	$6K	Hold	84	–	–	﹤0.01%	1779
2018 Q4	$5K	Buy	84 +63	+300%	+$4.1K	﹤0.01%	1763
2018 Q3	$1K	Hold	21	–	–	﹤0.01%	2335
2018 Q2	$1K	Sell	21 -13	-38%	-$824	﹤0.01%	2377
2018 Q1	$2K	Buy	34 +22	+183%	+$1.35K	﹤0.01%	2225
2017 Q4	$1K	Buy	+12	New	+$821	﹤0.01%	2354
2017 Q3	–	Sell	-735	Closed	-$48K	–	2486
2017 Q2	$48K	Hold	735	–	–	0.01%	964
2017 Q1	$45K	Hold	735	–	–	0.01%	833
2016 Q4	$43K	Hold	735	–	–	0.01%	817
2016 Q3	$46K	Hold	735	–	–	0.01%	801
2016 Q2	$50K	Hold	735	–	–	0.01%	735
2016 Q1	$45K	Hold	735	–	–	0.01%	734
2015 Q4	$42K	Buy	+735	New	+$44.1K	0.01%	765

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 $3.38T AUM 44.17% 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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

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

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s WPC Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of W.P. Carey (WPC) in Q2 2019, closing a stake of 84 shares — an estimated $6K sold.

Wealthspire Advisors (Maryland) first reported a position in WPC in Q4 2015 and held it in 13 quarters. The position peaked at $50K in Q2 2016. 585 funds tracked by Wall St. Rank hold WPC as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining W.P. Carey position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 84 W.P. Carey shares in Q2 2019, an estimated $6K.
Wealthspire Advisors (Maryland) first reported a position in W.P. Carey in Q4 2015 and held it in 13 quarters.
Wealthspire Advisors (Maryland)'s W.P. Carey position peaked at $50K in Q2 2016.
585 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.