Number of Shares
45,300.00
Current Holdings Value*
$2.95 Mil
% of Portfolio
6.24%
Total Estimate Gain
$-342,196.00
% of Total Estimate Gain
-9.88%

Orinda Asset Management LLC's W.P. Carey Inc Holding Summary

As of 2020-09-30, Orinda Asset Management LLC held 45,300.00 shares of W.P. Carey Inc(WPC), totaling $2.95 Mil. This investment constitutes 6.24% of their stock portfolio, and Orinda Asset Management LLC now holds 0.02% of the outstanding W.P. Carey Inc(WPC) stock.

The initial trade took place in 2014Q2. And since then Orinda Asset Management LLC has made 4 purchases of WPC, at an average price of $69.01, for a total of 50,200.00 shares. In addition, there have been 1 sales at an average price of $66.85 for 4,900.00 shares. Based on historical transaction data and WPC's current price of $61.69, Orinda Asset Management LLC's estimated gain on his WPC holdings is $-342,196.00, reflecting a -9.88% gain to date.

Orinda Asset Management LLC WPC ($61.69) Holding Chart

Orinda Asset Management LLC WPC ($61.69) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

Top Ranked Articles

  • 1