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LPT

Atria Investments’s Liberty Property Trust LPT Stock Holding History

Atria Investments’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
2020
Q1 		– Sell
-10,280
Closed -$617K – 1278
2019
Q4 		$617K Buy
10,280
+2,498
+32% +$143K 0.02% 706
2019
Q3 		$399K Buy
7,782
+61
+0.8% +$3.14K 0.01% 639
2019
Q2 		$396K Buy
7,721
+927
+14% +$45.4K 0.01% 649
2019
Q1 		$329K Buy
6,794
+694
+11% +$32.3K 0.01% 667
2018
Q4 		$255K Buy
6,100
+57
+0.9% +$2.46K 0.01% 713
2018
Q3 		$255K Sell
6,043
-702
-10% -$30.5K 0.01% 838
2018
Q2 		$299K Buy
6,745
+1,123
+20% +$47.6K 0.01% 740
2018
Q1 		$223K Buy
+5,622
New +$227K 0.01% 778

Other funds holding LPT

MPPLM
Midwest Professional Planners Ltd (MPPL) Wausau, Wisconsin $510M AUM 49.02% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

Atria Investments's LPT Position: Q1 2020 in Review

Atria Investments sold out of Liberty Property Trust (LPT) in Q1 2020, closing a stake of 10,280 shares — an estimated $617K sold.

Atria Investments first reported a position in LPT in Q1 2018 and held it in 8 quarters. The position peaked at $617K in Q4 2019. 2 funds tracked by Wall St. Rank hold LPT as of Q1 2020.

  • Atria Investments reported no remaining Liberty Property Trust position as of Q1 2020 after selling out during the quarter.
  • Atria Investments sold 10,280 Liberty Property Trust shares in Q1 2020, an estimated $617K.
  • Atria Investments first reported a position in Liberty Property Trust in Q1 2018 and held it in 8 quarters.
  • Atria Investments's Liberty Property Trust position peaked at $617K in Q4 2019.
  • 2 funds tracked by Wall St. Rank held Liberty Property Trust as of Q1 2020.

Based on Atria Investments's 13F filing for Q1 2020, filed 15 May 2020.