BIM
LPT

Beach Investment Management’s Liberty Property Trust LPT Stock Holding History

Beach Investment 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
2016
Q1 		– Sell
-26,347
Closed -$818K – 49
2015
Q4 		$818K Buy
26,347
+12,455
+90% +$413K 1.44% 30
2015
Q3 		$438K Buy
+13,892
New +$451K 0.91% 37

Other funds holding LPT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SAMC
Shinko Asset Management Company Tokyo, Japan $14.7B AUM 18.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Beach Investment Management's LPT Position: Q1 2016 in Review

Beach Investment Management sold out of Liberty Property Trust (LPT) in Q1 2016, closing a stake of 26,347 shares — an estimated $818K sold.

Beach Investment Management first reported a position in LPT in Q3 2015 and held it in 2 quarters. The position peaked at $818K in Q4 2015. 318 funds tracked by Wall St. Rank hold LPT as of Q1 2016.

  • Beach Investment Management reported no remaining Liberty Property Trust position as of Q1 2016 after selling out during the quarter.
  • Beach Investment Management sold 26,347 Liberty Property Trust shares in Q1 2016, an estimated $818K.
  • Beach Investment Management first reported a position in Liberty Property Trust in Q3 2015 and held it in 2 quarters.
  • Beach Investment Management's Liberty Property Trust position peaked at $818K in Q4 2015.
  • 318 funds tracked by Wall St. Rank held Liberty Property Trust as of Q1 2016.

Based on Beach Investment Management's 13F filing for Q1 2016, filed 12 May 2016.