BWM
LPT

BerganKDV Wealth Management’s Liberty Property Trust LPT Stock Holding History

BerganKDV 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
2020
Q1 		– Sell
-54
Closed -$3K – 1030
2019
Q4 		$3K Hold
54
– – ﹤0.01% 742
2019
Q3 		$3K Buy
+54
New +$2.78K ﹤0.01% 621
2019
Q2 		– Hold
0
– – – 652
2019
Q1 		– Hold
0
– – – 648
2018
Q4 		– Hold
0
– – – 629
2018
Q3 		– Hold
0
– – – 594
2018
Q2 		– Hold
0
– – – 614

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

BerganKDV Wealth Management's LPT Position: Q1 2020 in Review

BerganKDV Wealth Management sold out of Liberty Property Trust (LPT) in Q1 2020, closing a stake of 54 shares — an estimated $3K sold.

BerganKDV Wealth Management first reported a position in LPT in Q3 2019 and held it in 2 quarters. The position peaked at $3K in Q4 2019. 2 funds tracked by Wall St. Rank hold LPT as of Q1 2020.

  • BerganKDV Wealth Management reported no remaining Liberty Property Trust position as of Q1 2020 after selling out during the quarter.
  • BerganKDV Wealth Management sold 54 Liberty Property Trust shares in Q1 2020, an estimated $3K.
  • BerganKDV Wealth Management first reported a position in Liberty Property Trust in Q3 2019 and held it in 2 quarters.
  • BerganKDV Wealth Management's Liberty Property Trust position peaked at $3K in Q4 2019.
  • 2 funds tracked by Wall St. Rank held Liberty Property Trust as of Q1 2020.

Based on BerganKDV Wealth Management's 13F filing for Q1 2020, filed 24 Apr 2020.