Carson Wealth (CWM LLC)
LPT

Carson Wealth (CWM LLC)’s Liberty Property Trust LPT Stock Holding History

Carson Wealth (CWM LLC)’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
-30
Closed -$1K – 2332
2018
Q3 		$1K Buy
30
+7
+30% +$304 ﹤0.01% 1805
2018
Q2 		$1K Buy
+23
New +$974 ﹤0.01% 1660

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

Carson Wealth (CWM LLC)'s LPT Position: Q4 2018 in Review

Carson Wealth (CWM LLC) sold out of Liberty Property Trust (LPT) in Q4 2018, closing a stake of 30 shares — an estimated $1K sold.

Carson Wealth (CWM LLC) first reported a position in LPT in Q2 2018 and held it in 2 quarters. The position peaked at $1K in Q3 2018. 394 funds tracked by Wall St. Rank hold LPT as of Q4 2018.

  • Carson Wealth (CWM LLC) reported no remaining Liberty Property Trust position as of Q4 2018 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 30 Liberty Property Trust shares in Q4 2018, an estimated $1K.
  • Carson Wealth (CWM LLC) first reported a position in Liberty Property Trust in Q2 2018 and held it in 2 quarters.
  • Carson Wealth (CWM LLC)'s Liberty Property Trust position peaked at $1K in Q3 2018.
  • 394 funds tracked by Wall St. Rank held Liberty Property Trust as of Q4 2018.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2018, filed 25 Jan 2019.