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WESPAC Advisors SoCal’s W.P. Carey WPC Stock Holding History

WESPAC Advisors SoCal’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
-131
Closed -$10K – 315
2019
Q1 		$10K Hold
131
– – 0.01% 236
2018
Q4 		$8K Buy
+131
New +$8.53K 0.01% 261

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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

WESPAC Advisors SoCal's WPC Position: Q2 2019 in Review

WESPAC Advisors SoCal sold out of W.P. Carey (WPC) in Q2 2019, closing a stake of 131 shares — an estimated $10K sold.

WESPAC Advisors SoCal first reported a position in WPC in Q4 2018 and held it in 2 quarters. The position peaked at $10K in Q1 2019. 585 funds tracked by Wall St. Rank hold WPC as of Q2 2019.

  • WESPAC Advisors SoCal reported no remaining W.P. Carey position as of Q2 2019 after selling out during the quarter.
  • WESPAC Advisors SoCal sold 131 W.P. Carey shares in Q2 2019, an estimated $10K.
  • WESPAC Advisors SoCal first reported a position in W.P. Carey in Q4 2018 and held it in 2 quarters.
  • WESPAC Advisors SoCal's W.P. Carey position peaked at $10K in Q1 2019.
  • 585 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2019.

Based on WESPAC Advisors SoCal's 13F filing for Q2 2019, filed 30 Jul 2019.