AWA
LPT

Acorn Wealth Advisors’s Liberty Property Trust LPT Stock Holding History

Acorn Wealth Advisors’s Portfolio LPT Stock Details LPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-181
Closed -$8K – 824
2018
Q1 		$8K Hold
181
– – 0.01% 560
2017
Q4 		$8K Buy
+181
New +$7.86K 0.01% 534

Other funds holding LPT

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Acorn Wealth Advisors's LPT Position: Q2 2018 in Review

Acorn Wealth Advisors sold out of Liberty Property Trust (LPT) in Q2 2018, closing a stake of 181 shares — an estimated $8K sold.

Acorn Wealth Advisors first reported a position in LPT in Q4 2017 and held it in 2 quarters. The position peaked at $8K in Q1 2018. 388 funds tracked by Wall St. Rank hold LPT as of Q2 2018.

  • Acorn Wealth Advisors reported no remaining Liberty Property Trust position as of Q2 2018 after selling out during the quarter.
  • Acorn Wealth Advisors sold 181 Liberty Property Trust shares in Q2 2018, an estimated $8K.
  • Acorn Wealth Advisors first reported a position in Liberty Property Trust in Q4 2017 and held it in 2 quarters.
  • Acorn Wealth Advisors's Liberty Property Trust position peaked at $8K in Q1 2018.
  • 388 funds tracked by Wall St. Rank held Liberty Property Trust as of Q2 2018.

Based on Acorn Wealth Advisors's 13F filing for Q2 2018, filed 10 Aug 2018.