WEC
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Winslow Evans & Crocker’s W.P. Carey WPC Stock Holding History

Winslow Evans & Crocker’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
Q4 		$1.19M Buy
22,615
+15,000
+197% +$1M 0.23% 103
2020
Q3 		$486K Buy
7,615
+4
+0.1% +$270 0.12% 167
2020
Q2 		$505K Hold
7,611
– – 0.13% 152
2020
Q1 		$434K Buy
7,611
+209
+3% +$15.9K 0.14% 147
2019
Q4 		$582K Sell
7,402
-49
-0.7% -$4.11K 0.15% 144
2019
Q3 		$656K Buy
7,451
+257
+4% +$21.9K 0.18% 122
2019
Q2 		$574K Buy
7,194
+308
+4% +$24.4K 0.16% 141
2019
Q1 		$530K Buy
6,886
+613
+10% +$44.2K 0.15% 151
2018
Q4 		$404K Buy
6,273
+153
+3% +$9.96K 0.14% 165
2018
Q3 		$388K Hold
6,120
– – 0.12% 180
2018
Q2 		$400K Sell
6,120
-817
-12% -$51.8K 0.13% 171
2018
Q1 		$421K Sell
6,937
-375
-5% -$23.1K 0.14% 155
2017
Q4 		$493K Sell
7,312
-4,356
-37% -$298K 0.16% 140
2017
Q3 		$770K Sell
11,668
-14,280
-55% -$950K 0.26% 90
2017
Q2 		$1.67M Buy
25,948
+3,768
+17% +$238K 0.46% 52
2017
Q1 		$1.35M Sell
22,180
-78
-0.4% -$4.73K 0.42% 55
2016
Q4 		$1.29M Buy
22,258
+562
+3% +$32.9K 0.4% 57
2016
Q3 		$1.37M Buy
21,696
+15,458
+248% +$1.03M 0.39% 56
2016
Q2 		$424K Sell
6,238
-198
-3% -$12.4K 0.13% 167
2016
Q1 		$392K Sell
6,436
-2
-0% -$114 0.12% 172
2015
Q4 		$372K Buy
6,438
+510
+9% +$30.6K 0.11% 201
2015
Q3 		$336K Buy
5,928
+333
+6% +$19.4K 0.11% 199
2015
Q2 		$323K Buy
5,595
+2,552
+84% +$160K 0.09% 228
2015
Q1 		$203K Sell
3,043
-1,445
-32% -$99.3K 0.06% 295
2014
Q4 		$308K Buy
4,488
+919
+26% +$60.7K 0.09% 225
2014
Q3 		$223K Buy
3,569
+711
+25% +$46.5K 0.06% 295
2014
Q2 		$180K Hold
2,858
– – 0.06% 273
2014
Q1 		$168K Hold
2,858
– – 0.06% 279
2013
Q4 		$172K Buy
+2,858
New +$180K 0.06% 293

Other funds holding WPC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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 $1.56T AUM 27.86% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Winslow Evans & Crocker's WPC Position: Q4 2020 in Review

Winslow Evans & Crocker increased its W.P. Carey (WPC) stake by 197% in Q4 2020, buying an estimated $1M and bringing the position to 22,615 shares worth $1.19M. The position accounts for 0.23% of the portfolio, ranked #103.

Winslow Evans & Crocker first reported a position in WPC in Q4 2013 and has held it in 29 quarters since. The position peaked at $1.67M in Q2 2017. 637 funds tracked by Wall St. Rank hold WPC as of Q4 2020.

  • Winslow Evans & Crocker held 22,615 shares of W.P. Carey worth $1.19M as of Q4 2020.
  • Winslow Evans & Crocker bought 15,000 W.P. Carey shares in Q4 2020, an estimated $1M.
  • W.P. Carey made up 0.23% of Winslow Evans & Crocker's portfolio in Q4 2020, its #103 holding.
  • Winslow Evans & Crocker first reported a position in W.P. Carey in Q4 2013 and has held it in 29 quarters since.
  • Winslow Evans & Crocker's W.P. Carey position peaked at $1.67M in Q2 2017.
  • 637 funds tracked by Wall St. Rank held W.P. Carey as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.