WIC
WPC icon

Whitegate Investment Counselors’s W.P. Carey WPC Stock Holding History

Whitegate Investment Counselors’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
-2,884
Closed -$226K – 207
2019
Q4 		$226K Sell
2,884
-305
-10% -$25.6K 0.04% 188
2019
Q3 		$280K Buy
3,189
+305
+11% +$26K 0.06% 167
2019
Q2 		$229K Hold
2,884
– – 0.05% 182
2019
Q1 		$221K Buy
+2,884
New +$208K 0.05% 181
2016
Q4 		– Sell
-3,420
Closed -$216K – 163
2016
Q3 		$216K Hold
3,420
– – 0.06% 150
2016
Q2 		$233K Buy
+3,420
New +$215K 0.06% 139
2014
Q1 		$244K Buy
+4,007
New +$242K 0.07% 133

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

Whitegate Investment Counselors's WPC Position: Q1 2020 in Review

Whitegate Investment Counselors sold out of W.P. Carey (WPC) in Q1 2020, closing a stake of 2,884 shares — an estimated $226K sold.

Whitegate Investment Counselors first reported a position in WPC in Q1 2014 and held it in 7 quarters. The position peaked at $280K in Q3 2019. 612 funds tracked by Wall St. Rank hold WPC as of Q1 2020.

  • Whitegate Investment Counselors reported no remaining W.P. Carey position as of Q1 2020 after selling out during the quarter.
  • Whitegate Investment Counselors sold 2,884 W.P. Carey shares in Q1 2020, an estimated $226K.
  • Whitegate Investment Counselors first reported a position in W.P. Carey in Q1 2014 and held it in 7 quarters.
  • Whitegate Investment Counselors's W.P. Carey position peaked at $280K in Q3 2019.
  • 612 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2020.

Based on Whitegate Investment Counselors's 13F filing for Q1 2020, filed 15 Apr 2020.