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Winthrop Advisory Group’s W.P. Carey WPC Stock Holding History

Winthrop Advisory Group’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
-2,880
Closed -$226K – 104
2019
Q4 		$226K Buy
2,880
+483
+20% +$40.5K 0.08% 96
2019
Q3 		$210K Buy
+2,397
New +$204K 0.08% 89

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
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

Winthrop Advisory Group's WPC Position: Q1 2020 in Review

Winthrop Advisory Group sold out of W.P. Carey (WPC) in Q1 2020, closing a stake of 2,880 shares — an estimated $226K sold.

Winthrop Advisory Group first reported a position in WPC in Q3 2019 and held it in 2 quarters. The position peaked at $226K in Q4 2019. 612 funds tracked by Wall St. Rank hold WPC as of Q1 2020.

  • Winthrop Advisory Group reported no remaining W.P. Carey position as of Q1 2020 after selling out during the quarter.
  • Winthrop Advisory Group sold 2,880 W.P. Carey shares in Q1 2020, an estimated $226K.
  • Winthrop Advisory Group first reported a position in W.P. Carey in Q3 2019 and held it in 2 quarters.
  • Winthrop Advisory Group's W.P. Carey position peaked at $226K in Q4 2019.
  • 612 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2020.

Based on Winthrop Advisory Group's 13F filing for Q1 2020, filed 17 Apr 2020.