BSW
OLP

Buckingham Strategic Wealth’s One Liberty Properties OLP Stock Holding History

Buckingham Strategic Wealth’s Portfolio OLP Stock Details OLP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-7,355
Closed -$213K – 455
2019
Q1 		$213K Buy
+7,355
New +$204K 0.03% 378

Other funds holding OLP

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $26.7B AUM 36.4% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Buckingham Strategic Wealth's OLP Position: Q2 2019 in Review

Buckingham Strategic Wealth sold out of One Liberty Properties (OLP) in Q2 2019, closing a stake of 7,355 shares — an estimated $213K sold.

Buckingham Strategic Wealth first reported a position in OLP in Q1 2019 and held it in 1 quarter. The position peaked at $213K in Q1 2019. 120 funds tracked by Wall St. Rank hold OLP as of Q2 2019.

  • Buckingham Strategic Wealth reported no remaining One Liberty Properties position as of Q2 2019 after selling out during the quarter.
  • Buckingham Strategic Wealth sold 7,355 One Liberty Properties shares in Q2 2019, an estimated $213K.
  • Buckingham Strategic Wealth first reported a position in One Liberty Properties in Q1 2019 and held it in 1 quarter.
  • Buckingham Strategic Wealth's One Liberty Properties position peaked at $213K in Q1 2019.
  • 120 funds tracked by Wall St. Rank held One Liberty Properties as of Q2 2019.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2019, filed 5 Aug 2019.