CRIM
LPT

Castle Ridge Investment Management’s Liberty Property Trust LPT Stock Holding History

Castle Ridge Investment 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
2016
Q3 		– Sell
-90,000
Closed -$3.58M – 49
2016
Q2 		$3.58M Buy
+90,000
New +$3.27M 2.09% 20

Other funds holding LPT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SAMC
Shinko Asset Management Company Tokyo, Japan $14.7B AUM 18.14% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Castle Ridge Investment Management's LPT Position: Q3 2016 in Review

Castle Ridge Investment Management sold out of Liberty Property Trust (LPT) in Q3 2016, closing a stake of 90,000 shares — an estimated $3.58M sold.

Castle Ridge Investment Management first reported a position in LPT in Q2 2016 and held it in 1 quarter. The position peaked at $3.58M in Q2 2016. 325 funds tracked by Wall St. Rank hold LPT as of Q3 2016.

  • Castle Ridge Investment Management reported no remaining Liberty Property Trust position as of Q3 2016 after selling out during the quarter.
  • Castle Ridge Investment Management sold 90,000 Liberty Property Trust shares in Q3 2016, an estimated $3.58M.
  • Castle Ridge Investment Management first reported a position in Liberty Property Trust in Q2 2016 and held it in 1 quarter.
  • Castle Ridge Investment Management's Liberty Property Trust position peaked at $3.58M in Q2 2016.
  • 325 funds tracked by Wall St. Rank held Liberty Property Trust as of Q3 2016.

Based on Castle Ridge Investment Management's 13F filing for Q3 2016, filed 14 Nov 2016.