CCM
LPT

Cadence Capital Management’s Liberty Property Trust LPT Stock Holding History

Cadence Capital 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
-7,685
Closed -$325K – 664
2018
Q3 		$325K Sell
7,685
-324
-4% -$14.1K 0.02% 565
2018
Q2 		$355K Sell
8,009
-238
-3% -$10.1K 0.02% 569
2018
Q1 		$328K Buy
8,247
+187
+2% +$7.54K 0.02% 568
2017
Q4 		$347K Sell
8,060
-1,255
-13% -$54.5K 0.02% 557
2017
Q3 		$382K Buy
9,315
+867
+10% +$36.2K 0.02% 552
2017
Q2 		$344K Sell
8,448
-1,071
-11% -$44K 0.02% 581
2017
Q1 		$367K Sell
9,519
-2,025
-18% -$79.1K 0.03% 575
2016
Q4 		$456K Buy
11,544
+4,461
+63% +$175K 0.03% 528
2016
Q3 		$286K Buy
7,083
+469
+7% +$19K 0.02% 560
2016
Q2 		$263K Sell
6,614
-5,659
-46% -$206K 0.02% 539
2016
Q1 		$411K Buy
12,273
+615
+5% +$18.5K 0.03% 507
2015
Q4 		$362K Buy
11,658
+68
+0.6% +$2.25K 0.02% 521
2015
Q3 		$365K Sell
11,590
-1,183
-9% -$38.4K 0.03% 495
2015
Q2 		$412K Buy
12,773
+6,971
+120% +$243K 0.02% 555
2015
Q1 		$207K Sell
5,802
-2,728
-32% -$104K 0.01% 588
2014
Q4 		$321K Buy
+8,530
New +$300K 0.02% 548
2014
Q2 		– Sell
-7,810
Closed -$289K – 653
2014
Q1 		$289K Sell
7,810
-526
-6% -$19K 0.01% 560
2013
Q4 		$282K Sell
8,336
-452
-5% -$15.8K 0.01% 576
2013
Q3 		$313K Buy
+8,788
New +$322K 0.01% 571

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

Cadence Capital Management's LPT Position: Q4 2018 in Review

Cadence Capital Management sold out of Liberty Property Trust (LPT) in Q4 2018, closing a stake of 7,685 shares — an estimated $325K sold.

Cadence Capital Management first reported a position in LPT in Q3 2013 and held it in 19 quarters. The position peaked at $456K in Q4 2016. 394 funds tracked by Wall St. Rank hold LPT as of Q4 2018.

  • Cadence Capital Management reported no remaining Liberty Property Trust position as of Q4 2018 after selling out during the quarter.
  • Cadence Capital Management sold 7,685 Liberty Property Trust shares in Q4 2018, an estimated $325K.
  • Cadence Capital Management first reported a position in Liberty Property Trust in Q3 2013 and held it in 19 quarters.
  • Cadence Capital Management's Liberty Property Trust position peaked at $456K in Q4 2016.
  • 394 funds tracked by Wall St. Rank held Liberty Property Trust as of Q4 2018.

Based on Cadence Capital Management's 13F filing for Q4 2018, filed 13 Feb 2019.