BCI
LPT

Brinker Capital Investments’s Liberty Property Trust LPT Stock Holding History

Brinker Capital Investments’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
Q3 		– Sell
-220
Closed -$10K – 716
2018
Q2 		$10K Buy
+220
New +$9.32K ﹤0.01% 491
2017
Q2 		– Sell
-400
Closed -$15K – 527
2017
Q1 		$15K Hold
400
– – ﹤0.01% 375
2016
Q4 		$16K Hold
400
– – ﹤0.01% 364
2016
Q3 		$16K Buy
+400
New +$16.2K ﹤0.01% 345

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SCRM
Security Capital Research & Management Chicago, Illinois $2.36B AUM 5.25% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Brinker Capital Investments's LPT Position: Q3 2018 in Review

Brinker Capital Investments sold out of Liberty Property Trust (LPT) in Q3 2018, closing a stake of 220 shares — an estimated $10K sold.

Brinker Capital Investments first reported a position in LPT in Q3 2016 and held it in 4 quarters. The position peaked at $16K in Q4 2016. 371 funds tracked by Wall St. Rank hold LPT as of Q3 2018.

  • Brinker Capital Investments reported no remaining Liberty Property Trust position as of Q3 2018 after selling out during the quarter.
  • Brinker Capital Investments sold 220 Liberty Property Trust shares in Q3 2018, an estimated $10K.
  • Brinker Capital Investments first reported a position in Liberty Property Trust in Q3 2016 and held it in 4 quarters.
  • Brinker Capital Investments's Liberty Property Trust position peaked at $16K in Q4 2016.
  • 371 funds tracked by Wall St. Rank held Liberty Property Trust as of Q3 2018.

Based on Brinker Capital Investments's 13F filing for Q3 2018, filed 13 Nov 2018.