BFA
LPT

Beacon Financial Advisory’s Liberty Property Trust LPT Stock Holding History

Beacon Financial Advisory’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
-5,978
Closed -$358K – 172
2019
Q4 		$358K Buy
+5,978
New +$343K 0.31% 93

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

Beacon Financial Advisory's LPT Position: Q1 2020 in Review

Beacon Financial Advisory sold out of Liberty Property Trust (LPT) in Q1 2020, closing a stake of 5,978 shares — an estimated $358K sold.

Beacon Financial Advisory first reported a position in LPT in Q4 2019 and held it in 1 quarter. The position peaked at $358K in Q4 2019. 2 funds tracked by Wall St. Rank hold LPT as of Q1 2020.

  • Beacon Financial Advisory reported no remaining Liberty Property Trust position as of Q1 2020 after selling out during the quarter.
  • Beacon Financial Advisory sold 5,978 Liberty Property Trust shares in Q1 2020, an estimated $358K.
  • Beacon Financial Advisory first reported a position in Liberty Property Trust in Q4 2019 and held it in 1 quarter.
  • Beacon Financial Advisory's Liberty Property Trust position peaked at $358K in Q4 2019.
  • 2 funds tracked by Wall St. Rank held Liberty Property Trust as of Q1 2020.

Based on Beacon Financial Advisory's 13F filing for Q1 2020, filed 15 Apr 2020.