DWM
LPT

Destination Wealth Management’s Liberty Property Trust LPT Stock Holding History

Destination Wealth Management’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
2019
Q3 		– Sell
-615
Closed -$31K – 555
2019
Q2 		$31K Buy
+615
New +$30.1K ﹤0.01% 336

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

Destination Wealth Management's LPT Position: Q3 2019 in Review

Destination Wealth Management sold out of Liberty Property Trust (LPT) in Q3 2019, closing a stake of 615 shares — an estimated $31K sold.

Destination Wealth Management first reported a position in LPT in Q2 2019 and held it in 1 quarter. The position peaked at $31K in Q2 2019. 418 funds tracked by Wall St. Rank hold LPT as of Q3 2019.

  • Destination Wealth Management reported no remaining Liberty Property Trust position as of Q3 2019 after selling out during the quarter.
  • Destination Wealth Management sold 615 Liberty Property Trust shares in Q3 2019, an estimated $31K.
  • Destination Wealth Management first reported a position in Liberty Property Trust in Q2 2019 and held it in 1 quarter.
  • Destination Wealth Management's Liberty Property Trust position peaked at $31K in Q2 2019.
  • 418 funds tracked by Wall St. Rank held Liberty Property Trust as of Q3 2019.

Based on Destination Wealth Management's 13F filing for Q3 2019, filed 13 Nov 2019.