BF
LPT

BOK Financial’s Liberty Property Trust LPT Stock Holding History

BOK Financial’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
2014
Q1 		– Sell
-12,689
Closed -$430K – 910
2013
Q4 		$430K Sell
12,689
-838
-6% -$29.3K 0.01% 659
2013
Q3 		$482K Buy
13,527
+285
+2% +$10.4K 0.02% 585
2013
Q2 		$489K Buy
+13,242
New +$541K 0.02% 534

Other funds holding LPT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
SAMC
Shinko Asset Management Company Tokyo, Japan $14.7B AUM 18.14% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BOK Financial's LPT Position: Q1 2014 in Review

BOK Financial sold out of Liberty Property Trust (LPT) in Q1 2014, closing a stake of 12,689 shares — an estimated $430K sold.

BOK Financial first reported a position in LPT in Q2 2013 and held it in 3 quarters. The position peaked at $489K in Q2 2013. 289 funds tracked by Wall St. Rank hold LPT as of Q1 2014.

  • BOK Financial reported no remaining Liberty Property Trust position as of Q1 2014 after selling out during the quarter.
  • BOK Financial sold 12,689 Liberty Property Trust shares in Q1 2014, an estimated $430K.
  • BOK Financial first reported a position in Liberty Property Trust in Q2 2013 and held it in 3 quarters.
  • BOK Financial's Liberty Property Trust position peaked at $489K in Q2 2013.
  • 289 funds tracked by Wall St. Rank held Liberty Property Trust as of Q1 2014.

Based on BOK Financial's 13F filing for Q1 2014, filed 14 May 2014.