Concourse Financial Group Securities’s Liberty Property Trust LPT Stock Holding History

Concourse Financial Group Securities’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
2020 Q1	–	Sell	-10,324	Closed	-$644K	–	2385
2019 Q4	$624K	Buy	10,324 +9,654	+1,441%	+$553K	0.06%	240
2019 Q3	$35K	Sell	670 -7,281	-92%	-$375K	0.01%	754
2019 Q2	$401K	Buy	7,951 +391	+5%	+$19.1K	0.04%	304
2019 Q1	$369K	Buy	7,560 +1,486	+24%	+$69.2K	0.04%	328
2018 Q4	$256K	Buy	6,074 +5,723	+1,630%	+$247K	0.03%	371
2018 Q3	$15K	Buy	+351	New	+$15.2K	﹤0.01%	967

Other funds holding LPT

MPPLM

Midwest Professional Planners Ltd (MPPL) Wausau, Wisconsin $425M AUM 28.89% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

Concourse Financial Group Securities's LPT Position: Q1 2020 in Review

Concourse Financial Group Securities sold out of Liberty Property Trust (LPT) in Q1 2020, closing a stake of 10,324 shares — an estimated $644K sold.

Concourse Financial Group Securities first reported a position in LPT in Q3 2018 and held it in 6 quarters. The position peaked at $624K in Q4 2019. 2 funds tracked by Wall St. Rank hold LPT as of Q1 2020.

Concourse Financial Group Securities reported no remaining Liberty Property Trust position as of Q1 2020 after selling out during the quarter.
Concourse Financial Group Securities sold 10,324 Liberty Property Trust shares in Q1 2020, an estimated $644K.
Concourse Financial Group Securities first reported a position in Liberty Property Trust in Q3 2018 and held it in 6 quarters.
Concourse Financial Group Securities's Liberty Property Trust position peaked at $624K in Q4 2019.
2 funds tracked by Wall St. Rank held Liberty Property Trust as of Q1 2020.

Based on Concourse Financial Group Securities's 13F filing for Q1 2020, filed 13 May 2020.