BPM
LPT

Bowling Portfolio Management’s Liberty Property Trust LPT Stock Holding History

Bowling Portfolio 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
2018
Q4 		– Sell
-34,326
Closed -$1.45M – 421
2018
Q3 		$1.45M Buy
+34,326
New +$1.49M 0.2% 176
2018
Q1 		– Sell
-17,361
Closed -$747K – 427
2017
Q4 		$747K Buy
17,361
+5,751
+50% +$250K 0.1% 272
2017
Q3 		$477K Buy
+11,610
New +$485K 0.07% 308

Other funds holding LPT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

Bowling Portfolio Management's LPT Position: Q4 2018 in Review

Bowling Portfolio Management sold out of Liberty Property Trust (LPT) in Q4 2018, closing a stake of 34,326 shares — an estimated $1.45M sold.

Bowling Portfolio Management first reported a position in LPT in Q3 2017 and held it in 3 quarters. The position peaked at $1.45M in Q3 2018. 394 funds tracked by Wall St. Rank hold LPT as of Q4 2018.

  • Bowling Portfolio Management reported no remaining Liberty Property Trust position as of Q4 2018 after selling out during the quarter.
  • Bowling Portfolio Management sold 34,326 Liberty Property Trust shares in Q4 2018, an estimated $1.45M.
  • Bowling Portfolio Management first reported a position in Liberty Property Trust in Q3 2017 and held it in 3 quarters.
  • Bowling Portfolio Management's Liberty Property Trust position peaked at $1.45M in Q3 2018.
  • 394 funds tracked by Wall St. Rank held Liberty Property Trust as of Q4 2018.

Based on Bowling Portfolio Management's 13F filing for Q4 2018, filed 17 Jan 2019.