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Welch Group’s W.P. Carey WPC Stock Holding History

Welch Group’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
Q2 		– Sell
-2,653
Closed -$151K – 156
2020
Q1 		$151K Hold
2,653
– – 0.02% 132
2019
Q4 		$208K Hold
2,653
– – 0.02% 113
2019
Q3 		$233K Hold
2,653
– – 0.02% 108
2019
Q2 		$211K Sell
2,653
-199
-7% -$15.8K 0.02% 106
2019
Q1 		$219K Hold
2,852
– – 0.02% 114
2018
Q4 		$182K Buy
2,852
+933
+49% +$60.7K 0.02% 118
2018
Q3 		$121K Hold
1,919
– – 0.01% 141
2018
Q2 		$125K Hold
1,919
– – 0.02% 129
2018
Q1 		$117K Hold
1,919
– – 0.01% 130
2017
Q4 		$130K Buy
+1,919
New +$131K 0.02% 126

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 $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Welch Group's WPC Position: Q2 2020 in Review

Welch Group sold out of W.P. Carey (WPC) in Q2 2020, closing a stake of 2,653 shares — an estimated $151K sold.

Welch Group first reported a position in WPC in Q4 2017 and held it in 10 quarters. The position peaked at $233K in Q3 2019. 611 funds tracked by Wall St. Rank hold WPC as of Q2 2020.

  • Welch Group reported no remaining W.P. Carey position as of Q2 2020 after selling out during the quarter.
  • Welch Group sold 2,653 W.P. Carey shares in Q2 2020, an estimated $151K.
  • Welch Group first reported a position in W.P. Carey in Q4 2017 and held it in 10 quarters.
  • Welch Group's W.P. Carey position peaked at $233K in Q3 2019.
  • 611 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2020.

Based on Welch Group's 13F filing for Q2 2020, filed 22 Jul 2020.