W. P. Carey & Co shares owned by Jacobus Wealth Management
Quarter-by-quarter ownership of W. P. Carey & Co shares owned by Jacobus Wealth Management
from 13F filings
Historical chart of Jacobus Wealth Management investment in W. P. Carey & Co
Tip: Access up to 7 years of quarterly data
All positions including W. P. Carey & Co held by Jacobus Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in W. P. Carey & Co by Jacobus Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2013-03-31 | $956k | 14k | 67.37 |
2012-12-31 | $740k | 14k | 52.15 |
2012-09-30 | $695k | 14k | 48.98 |
2012-06-30 | $653k | 14k | 46.02 |
2012-03-31 | $400k | 8.6k | 46.47 |
2011-12-31 | $352k | 8.6k | 40.89 |