CFA
LPT

CT Financial Advisors’s Liberty Property Trust LPT Stock Holding History

CT Financial Advisors’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
2017
Q1 		$10.1K Buy
263
+3
+1% +$117 0.01% 440
2016
Q4 		$10.3K Buy
+260
New +$10.2K 0.01% 433

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return

CT Financial Advisors's LPT Position: Q1 2017 in Review

CT Financial Advisors increased its Liberty Property Trust (LPT) stake by 1.2% in Q1 2017, buying an estimated $117 and bringing the position to 263 shares worth $10.1K. The position accounts for 0.01% of the portfolio, ranked #440.

CT Financial Advisors first reported a position in LPT in Q4 2016 and has held it in 2 quarters since. The position peaked at $10.3K in Q4 2016. 328 funds tracked by Wall St. Rank hold LPT as of Q1 2017.

  • CT Financial Advisors held 263 shares of Liberty Property Trust worth $10.1K as of Q1 2017.
  • CT Financial Advisors bought 3 Liberty Property Trust shares in Q1 2017, an estimated $117.
  • Liberty Property Trust made up 0.01% of CT Financial Advisors's portfolio in Q1 2017, its #440 holding.
  • CT Financial Advisors first reported a position in Liberty Property Trust in Q4 2016 and has held it in 2 quarters since.
  • CT Financial Advisors's Liberty Property Trust position peaked at $10.3K in Q4 2016.
  • 328 funds tracked by Wall St. Rank held Liberty Property Trust as of Q1 2017.

Based on CT Financial Advisors's 13F filing for Q1 2017, filed 7 Apr 2017.