AAS
LPT

Avantax Advisory Services’s Liberty Property Trust LPT Stock Holding History

Avantax Advisory Services’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
-3,746
Closed -$225K – 916
2019
Q4 		$225K Buy
+3,746
New +$215K 0.01% 742

Other funds holding LPT

MPPLM
Midwest Professional Planners Ltd (MPPL) Wausau, Wisconsin $425M AUM 28.89% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

Avantax Advisory Services's LPT Position: Q1 2020 in Review

Avantax Advisory Services sold out of Liberty Property Trust (LPT) in Q1 2020, closing a stake of 3,746 shares — an estimated $225K sold.

Avantax Advisory Services first reported a position in LPT in Q4 2019 and held it in 1 quarter. The position peaked at $225K in Q4 2019. 2 funds tracked by Wall St. Rank hold LPT as of Q1 2020.

  • Avantax Advisory Services reported no remaining Liberty Property Trust position as of Q1 2020 after selling out during the quarter.
  • Avantax Advisory Services sold 3,746 Liberty Property Trust shares in Q1 2020, an estimated $225K.
  • Avantax Advisory Services first reported a position in Liberty Property Trust in Q4 2019 and held it in 1 quarter.
  • Avantax Advisory Services's Liberty Property Trust position peaked at $225K in Q4 2019.
  • 2 funds tracked by Wall St. Rank held Liberty Property Trust as of Q1 2020.

Based on Avantax Advisory Services's 13F filing for Q1 2020, filed 30 Apr 2020.