CIBC Private Wealth Group
LPT

CIBC Private Wealth Group’s Liberty Property Trust LPT Stock Holding History

CIBC Private Wealth Group’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
Q3 		– Sell
-143
Closed -$6K – 1913
2018
Q2 		$6K Sell
143
-59
-29% -$2.5K ﹤0.01% 1700
2018
Q1 		$8K Buy
202
+59
+41% +$2.38K ﹤0.01% 1585
2017
Q4 		$6K Buy
+143
New +$6.21K ﹤0.01% 1670

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SCRM
Security Capital Research & Management Chicago, Illinois $2.36B AUM 5.25% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

CIBC Private Wealth Group's LPT Position: Q3 2018 in Review

CIBC Private Wealth Group sold out of Liberty Property Trust (LPT) in Q3 2018, closing a stake of 143 shares — an estimated $6K sold.

CIBC Private Wealth Group first reported a position in LPT in Q4 2017 and held it in 3 quarters. The position peaked at $8K in Q1 2018. 371 funds tracked by Wall St. Rank hold LPT as of Q3 2018.

  • CIBC Private Wealth Group reported no remaining Liberty Property Trust position as of Q3 2018 after selling out during the quarter.
  • CIBC Private Wealth Group sold 143 Liberty Property Trust shares in Q3 2018, an estimated $6K.
  • CIBC Private Wealth Group first reported a position in Liberty Property Trust in Q4 2017 and held it in 3 quarters.
  • CIBC Private Wealth Group's Liberty Property Trust position peaked at $8K in Q1 2018.
  • 371 funds tracked by Wall St. Rank held Liberty Property Trust as of Q3 2018.

Based on CIBC Private Wealth Group's 13F filing for Q3 2018, filed 14 Nov 2018.