CAM
LPT

Capstone Asset Management’s Liberty Property Trust LPT Stock Holding History

Capstone Asset 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
2017
Q2 		$629K Buy
15,447
+650
+4% +$26.7K 0.02% 778
2017
Q1 		$570K Buy
14,797
+190
+1% +$7.42K 0.02% 831
2016
Q4 		$577K Buy
14,607
+2,210
+18% +$86.5K 0.02% 839
2016
Q3 		$500K Sell
12,397
-290
-2% -$11.7K 0.01% 963
2016
Q2 		$504K Buy
12,687
+770
+6% +$28K 0.02% 920
2016
Q1 		$399K Buy
11,917
+40
+0.3% +$1.2K 0.01% 1064
2015
Q4 		$369K Sell
11,877
-600
-5% -$19.9K 0.01% 1126
2015
Q3 		$393K Buy
12,477
+770
+7% +$25K 0.01% 1071
2015
Q2 		$377K Buy
11,707
+120
+1% +$4.19K 0.01% 1163
2015
Q1 		$414K Buy
11,587
+930
+9% +$35.4K 0.01% 1195
2014
Q4 		$401K Sell
10,657
-130
-1% -$4.57K 0.01% 1193
2014
Q3 		$359K Buy
10,787
+400
+4% +$14.3K 0.01% 1232
2014
Q2 		$394K Buy
10,387
+551
+6% +$20.9K 0.01% 1215
2014
Q1 		$364K Sell
9,836
-3,540
-26% -$128K 0.01% 1292
2013
Q4 		$453K Sell
13,376
-6,833
-34% -$239K 0.01% 1207
2013
Q3 		$719K Buy
20,209
+940
+5% +$34.5K 0.02% 1023
2013
Q2 		$712K Buy
+19,269
New +$787K 0.02% 942

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return

Capstone Asset Management's LPT Position: Q2 2017 in Review

Capstone Asset Management increased its Liberty Property Trust (LPT) stake by 4.4% in Q2 2017, buying an estimated $26.7K and bringing the position to 15,447 shares worth $629K. The position accounts for 0.02% of the portfolio, ranked #778.

Capstone Asset Management first reported a position in LPT in Q2 2013 and has held it in 17 quarters since. The position peaked at $719K in Q3 2013. 347 funds tracked by Wall St. Rank hold LPT as of Q2 2017.

  • Capstone Asset Management held 15,447 shares of Liberty Property Trust worth $629K as of Q2 2017.
  • Capstone Asset Management bought 650 Liberty Property Trust shares in Q2 2017, an estimated $26.7K.
  • Liberty Property Trust made up 0.02% of Capstone Asset Management's portfolio in Q2 2017, its #778 holding.
  • Capstone Asset Management first reported a position in Liberty Property Trust in Q2 2013 and has held it in 17 quarters since.
  • Capstone Asset Management's Liberty Property Trust position peaked at $719K in Q3 2013.
  • 347 funds tracked by Wall St. Rank held Liberty Property Trust as of Q2 2017.

Based on Capstone Asset Management's 13F filing for Q2 2017, filed 10 Jul 2017.