Whitney & Co’s W.P. Carey WPC Stock Holding History

Whitney & Co’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
2018 Q4	–	Sell	-2,598	Closed	-$166K	–	474
2018 Q3	$166K	Sell	2,598 -205	-7%	-$13.2K	0.04%	116
2018 Q2	$182K	Buy	+2,803	New	+$178K	0.05%	106

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

CIM

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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

Whitney & Co's WPC Position: Q4 2018 in Review

Whitney & Co sold out of W.P. Carey (WPC) in Q4 2018, closing a stake of 2,598 shares — an estimated $166K sold.

Whitney & Co first reported a position in WPC in Q2 2018 and held it in 2 quarters. The position peaked at $182K in Q2 2018. 528 funds tracked by Wall St. Rank hold WPC as of Q4 2018.

Whitney & Co reported no remaining W.P. Carey position as of Q4 2018 after selling out during the quarter.
Whitney & Co sold 2,598 W.P. Carey shares in Q4 2018, an estimated $166K.
Whitney & Co first reported a position in W.P. Carey in Q2 2018 and held it in 2 quarters.
Whitney & Co's W.P. Carey position peaked at $182K in Q2 2018.
528 funds tracked by Wall St. Rank held W.P. Carey as of Q4 2018.

Based on Whitney & Co's 13F filing for Q4 2018, filed 7 Feb 2019.