BCA
LPT

Berman Capital Advisors’s Liberty Property Trust LPT Stock Holding History

Berman Capital Advisors’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
-278
Closed -$16K – 1789
2019
Q4 		$16K Buy
278
+1
+0.4% +$57 ﹤0.01% 607
2019
Q3 		$14K Buy
277
+1
+0.4% +$52 ﹤0.01% 629
2019
Q2 		$13K Hold
276
– – ﹤0.01% 657
2019
Q1 		$13K Buy
276
+48
+21% +$2.23K ﹤0.01% 585
2018
Q4 		$9K Buy
+228
New +$9.84K ﹤0.01% 542

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

Berman Capital Advisors's LPT Position: Q1 2020 in Review

Berman Capital Advisors sold out of Liberty Property Trust (LPT) in Q1 2020, closing a stake of 278 shares — an estimated $16K sold.

Berman Capital Advisors first reported a position in LPT in Q4 2018 and held it in 5 quarters. The position peaked at $16K in Q4 2019. 2 funds tracked by Wall St. Rank hold LPT as of Q1 2020.

  • Berman Capital Advisors reported no remaining Liberty Property Trust position as of Q1 2020 after selling out during the quarter.
  • Berman Capital Advisors sold 278 Liberty Property Trust shares in Q1 2020, an estimated $16K.
  • Berman Capital Advisors first reported a position in Liberty Property Trust in Q4 2018 and held it in 5 quarters.
  • Berman Capital Advisors's Liberty Property Trust position peaked at $16K in Q4 2019.
  • 2 funds tracked by Wall St. Rank held Liberty Property Trust as of Q1 2020.

Based on Berman Capital Advisors's 13F filing for Q1 2020, filed 14 May 2020.