CIP
LPT

Convergence Investment Partners’s Liberty Property Trust LPT Stock Holding History

Convergence Investment Partners’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
Q4 		– Sell
-73,117
Closed -$2.95M – 393
2016
Q3 		$2.95M Buy
73,117
+1,163
+2% +$47K 0.44% 75
2016
Q2 		$2.86M Buy
71,954
+123
+0.2% +$4.47K 0.39% 86
2016
Q1 		$2.4M Sell
71,831
-14,567
-17% -$438K 0.29% 125
2015
Q4 		$2.68M Buy
+86,398
New +$2.86M 0.3% 120
2013
Q3 		– Sell
-25,800
Closed -$954K – 368
2013
Q2 		$954K Buy
+25,800
New +$1.05M 0.25% 132

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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return

Convergence Investment Partners's LPT Position: Q4 2016 in Review

Convergence Investment Partners sold out of Liberty Property Trust (LPT) in Q4 2016, closing a stake of 73,117 shares — an estimated $2.95M sold.

Convergence Investment Partners first reported a position in LPT in Q2 2013 and held it in 5 quarters. The position peaked at $2.95M in Q3 2016. 332 funds tracked by Wall St. Rank hold LPT as of Q4 2016.

  • Convergence Investment Partners reported no remaining Liberty Property Trust position as of Q4 2016 after selling out during the quarter.
  • Convergence Investment Partners sold 73,117 Liberty Property Trust shares in Q4 2016, an estimated $2.95M.
  • Convergence Investment Partners first reported a position in Liberty Property Trust in Q2 2013 and held it in 5 quarters.
  • Convergence Investment Partners's Liberty Property Trust position peaked at $2.95M in Q3 2016.
  • 332 funds tracked by Wall St. Rank held Liberty Property Trust as of Q4 2016.

Based on Convergence Investment Partners's 13F filing for Q4 2016, filed 13 Feb 2017.