Continuum Advisory’s Liberty Property Trust LPT Stock Holding History

Continuum Advisory’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 Q1	–	Sell	-5,337	Closed	-$230K	–	190
2017 Q4	$230K	Buy	+5,337	New	+$232K	0.18%	150

Other funds holding LPT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Continuum Advisory's LPT Position: Q1 2018 in Review

Continuum Advisory sold out of Liberty Property Trust (LPT) in Q1 2018, closing a stake of 5,337 shares — an estimated $230K sold.

Continuum Advisory first reported a position in LPT in Q4 2017 and held it in 1 quarter. The position peaked at $230K in Q4 2017. 358 funds tracked by Wall St. Rank hold LPT as of Q1 2018.

Continuum Advisory reported no remaining Liberty Property Trust position as of Q1 2018 after selling out during the quarter.
Continuum Advisory sold 5,337 Liberty Property Trust shares in Q1 2018, an estimated $230K.
Continuum Advisory first reported a position in Liberty Property Trust in Q4 2017 and held it in 1 quarter.
Continuum Advisory's Liberty Property Trust position peaked at $230K in Q4 2017.
358 funds tracked by Wall St. Rank held Liberty Property Trust as of Q1 2018.

Based on Continuum Advisory's 13F filing for Q1 2018, filed 18 May 2021.