Creative Planning
LPT

Creative Planning’s Liberty Property Trust LPT Stock Holding History

Creative Planning’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
-3,830
Closed -$230K – 2175
2019
Q4 		$230K Sell
3,830
-257
-6% -$14.7K ﹤0.01% 1564
2019
Q3 		$210K Sell
4,087
-43
-1% -$2.22K ﹤0.01% 1586
2019
Q2 		$207K Buy
+4,130
New +$202K ﹤0.01% 1600
2018
Q4 		– Sell
-4,996
Closed -$211K – 2181
2018
Q3 		$211K Sell
4,996
-110
-2% -$4.78K ﹤0.01% 1640
2018
Q2 		$226K Buy
+5,106
New +$216K ﹤0.01% 1563
2018
Q1 		– Sell
-5,446
Closed -$234K – 2174
2017
Q4 		$234K Buy
5,446
+242
+5% +$10.5K ﹤0.01% 1506
2017
Q3 		$214K Buy
5,204
+2,460
+90% +$103K ﹤0.01% 1566
2017
Q2 		$112K Sell
2,744
-75
-3% -$3.08K ﹤0.01% 1912
2017
Q1 		$109K Sell
2,819
-426
-13% -$16.6K ﹤0.01% 1900
2016
Q4 		$128K Buy
3,245
+564
+21% +$22.1K ﹤0.01% 1696
2016
Q3 		$108K Sell
2,681
-300
-10% -$12.1K ﹤0.01% 1801
2016
Q2 		$118K Hold
2,981
– – ﹤0.01% 1566
2016
Q1 		$100K Sell
2,981
-723
-20% -$21.7K ﹤0.01% 1637
2015
Q4 		$115K Sell
3,704
-962
-21% -$31.9K ﹤0.01% 1553
2015
Q3 		$147K Buy
+4,666
New +$152K ﹤0.01% 1360
2015
Q2 		– Sell
-4,382
Closed -$156K – 3491
2015
Q1 		$156K Buy
4,382
+546
+14% +$20.8K ﹤0.01% 1324
2014
Q4 		$144K Sell
3,836
-63
-2% -$2.22K ﹤0.01% 1336
2014
Q3 		$130K Buy
3,899
+463
+13% +$16.6K ﹤0.01% 1304
2014
Q2 		$130K Buy
3,436
+352
+11% +$13.4K ﹤0.01% 1266
2014
Q1 		$114K Buy
3,084
+400
+15% +$14.5K ﹤0.01% 1327
2013
Q4 		$91K Buy
2,684
+544
+25% +$19K ﹤0.01% 1246
2013
Q3 		$76K Sell
2,140
-700
-25% -$25.7K ﹤0.01% 1285
2013
Q2 		$105K Buy
+2,840
New +$116K ﹤0.01% 966

Other funds holding LPT

MPPLM
Midwest Professional Planners Ltd (MPPL) Wausau, Wisconsin $425M AUM 28.89% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

Creative Planning's LPT Position: Q1 2020 in Review

Creative Planning sold out of Liberty Property Trust (LPT) in Q1 2020, closing a stake of 3,830 shares — an estimated $230K sold.

Creative Planning first reported a position in LPT in Q2 2013 and held it in 23 quarters. The position peaked at $234K in Q4 2017. 2 funds tracked by Wall St. Rank hold LPT as of Q1 2020.

  • Creative Planning reported no remaining Liberty Property Trust position as of Q1 2020 after selling out during the quarter.
  • Creative Planning sold 3,830 Liberty Property Trust shares in Q1 2020, an estimated $230K.
  • Creative Planning first reported a position in Liberty Property Trust in Q2 2013 and held it in 23 quarters.
  • Creative Planning's Liberty Property Trust position peaked at $234K in Q4 2017.
  • 2 funds tracked by Wall St. Rank held Liberty Property Trust as of Q1 2020.

Based on Creative Planning's 13F filing for Q1 2020, filed 5 May 2020.