BRWM
LPT

B. Riley Wealth Management’s Liberty Property Trust LPT Stock Holding History

B. Riley Wealth Management’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
2015
Q3 		– Sell
-53
Closed -$1K – 876
2015
Q2 		$1K Buy
53
+1
+2% +$35 ﹤0.01% 992
2015
Q1 		$1K Buy
52
+1
+2% +$38 ﹤0.01% 1004
2014
Q4 		$1K Hold
51
– – ﹤0.01% 999
2014
Q3 		$1K Buy
51
+1
+2% +$36 ﹤0.01% 1053
2014
Q2 		$1K Buy
50
+1
+2% +$38 ﹤0.01% 1092
2014
Q1 		$2K Buy
+49
New +$1.77K ﹤0.01% 1026

Other funds holding LPT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SAMC
Shinko Asset Management Company Tokyo, Japan $14.7B AUM 18.14% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

B. Riley Wealth Management's LPT Position: Q3 2015 in Review

B. Riley Wealth Management sold out of Liberty Property Trust (LPT) in Q3 2015, closing a stake of 53 shares — an estimated $1K sold.

B. Riley Wealth Management first reported a position in LPT in Q1 2014 and held it in 6 quarters. The position peaked at $2K in Q1 2014. 295 funds tracked by Wall St. Rank hold LPT as of Q3 2015.

  • B. Riley Wealth Management reported no remaining Liberty Property Trust position as of Q3 2015 after selling out during the quarter.
  • B. Riley Wealth Management sold 53 Liberty Property Trust shares in Q3 2015, an estimated $1K.
  • B. Riley Wealth Management first reported a position in Liberty Property Trust in Q1 2014 and held it in 6 quarters.
  • B. Riley Wealth Management's Liberty Property Trust position peaked at $2K in Q1 2014.
  • 295 funds tracked by Wall St. Rank held Liberty Property Trust as of Q3 2015.

Based on B. Riley Wealth Management's 13F filing for Q3 2015, filed 13 Oct 2015.