Bank of Montreal’s Liberty Property Trust LPT Stock Holding History

Bank of Montreal’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
2019 Q4	–	Sell	-7,500	Closed	-$385K	–	5098
2019 Q3	$385K	Buy	+7,500	New	+$387K	﹤0.01%	2555
2019 Q1	–	Sell	-7,300	Closed	-$306K	–	5005
2018 Q4	$306K	Buy	7,300 +200	+3%	+$8.63K	﹤0.01%	2386
2018 Q3	$300K	Buy	+7,100	New	+$308K	﹤0.01%	2558
2016 Q4	–	Sell	-15,000	Closed	-$605K	–	4267
2016 Q3	$605K	Hold	15,000	–	–	﹤0.01%	2017
2016 Q2	$596K	Sell	15,000 -3,000	-17%	-$109K	﹤0.01%	2050
2016 Q1	$602K	Buy	+18,000	New	+$541K	﹤0.01%	1971
2013 Q4	–	Sell	-17,500	Closed	-$623K	–	4003
2013 Q3	$623K	Buy	+17,500	New	+$642K	﹤0.01%	1694

Other funds holding LPT

MPPLM

Midwest Professional Planners Ltd (MPPL) Wausau, Wisconsin $510M AUM 49.02% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

Bank of Montreal's LPT Position: Q1 2020 in Review

Bank of Montreal sold out of Liberty Property Trust (LPT) in Q1 2020, closing a stake of 431,402 shares — an estimated $25.9M sold.

Bank of Montreal first reported a position in LPT in Q2 2013 and held it in 27 quarters. The position peaked at $41.7M in Q1 2017. 2 funds tracked by Wall St. Rank hold LPT as of Q1 2020.

Bank of Montreal reported no remaining Liberty Property Trust position as of Q1 2020 after selling out during the quarter.
Bank of Montreal sold 431,402 Liberty Property Trust shares in Q1 2020, an estimated $25.9M.
Bank of Montreal first reported a position in Liberty Property Trust in Q2 2013 and held it in 27 quarters.
Bank of Montreal's Liberty Property Trust position peaked at $41.7M in Q1 2017.
2 funds tracked by Wall St. Rank held Liberty Property Trust as of Q1 2020.

Based on Bank of Montreal's 13F filing for Q1 2020, filed 13 May 2020.