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Woodard & Company Asset Management Group’s W.P. Carey WPC Stock Holding History

Woodard & Company Asset Management 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
2018
Q4 		– Sell
-1,308
Closed -$82K – 236
2018
Q3 		$82K Hold
1,308
– – 0.07% 71
2018
Q2 		$85K Hold
1,308
– – 0.08% 70
2018
Q1 		$79K Hold
1,308
– – 0.08% 69
2017
Q4 		$88K Buy
+1,308
New +$89.5K 0.08% 73

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

Woodard & Company Asset Management Group's WPC Position: Q4 2018 in Review

Woodard & Company Asset Management Group sold out of W.P. Carey (WPC) in Q4 2018, closing a stake of 1,308 shares — an estimated $82K sold.

Woodard & Company Asset Management Group first reported a position in WPC in Q4 2017 and held it in 4 quarters. The position peaked at $88K in Q4 2017. 527 funds tracked by Wall St. Rank hold WPC as of Q4 2018.

  • Woodard & Company Asset Management Group reported no remaining W.P. Carey position as of Q4 2018 after selling out during the quarter.
  • Woodard & Company Asset Management Group sold 1,308 W.P. Carey shares in Q4 2018, an estimated $82K.
  • Woodard & Company Asset Management Group first reported a position in W.P. Carey in Q4 2017 and held it in 4 quarters.
  • Woodard & Company Asset Management Group's W.P. Carey position peaked at $88K in Q4 2017.
  • 527 funds tracked by Wall St. Rank held W.P. Carey as of Q4 2018.

Based on Woodard & Company Asset Management Group's 13F filing for Q4 2018, filed 1 Feb 2019.