WWM
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Willingdon Wealth Management’s W.P. Carey WPC Stock Holding History

Willingdon Wealth Management’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 		$10K Sell
177
-34,904
-99% -$2.65M ﹤0.01% 209
2019
Q4 		$2.75M Buy
35,081
+1,231
+4% +$103K 0.57% 61
2019
Q3 		$2.97M Buy
33,850
+946
+3% +$80.6K 0.65% 53
2019
Q2 		$2.62M Buy
32,904
+642
+2% +$50.9K 0.61% 61
2019
Q1 		$2.48M Buy
32,262
+975
+3% +$70.2K 0.61% 64
2018
Q4 		$2M Sell
31,287
-1,253
-4% -$81.5K 0.58% 71
2018
Q3 		$2.05M Sell
32,540
-252
-0.8% -$16.2K 0.56% 74
2018
Q2 		$2.13M Sell
32,792
-1,435
-4% -$90.9K 0.65% 67
2018
Q1 		$2.08M Sell
34,227
-10,158
-23% -$625K 0.66% 63
2017
Q4 		$3M Sell
44,385
-538
-1% -$36.8K 0.98% 39
2017
Q3 		$2.96M Buy
+44,923
New +$2.99M 1.08% 32

Other funds holding WPC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return