DWM
ILPT

Doyle Wealth Management’s Industrial Logistics Properties Trust ILPT Stock Holding History

Doyle Wealth Management’s Portfolio ILPT Stock Details ILPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-100
Closed -$2K – 454
2019
Q2 		$2K Buy
+100
New +$1.99K ﹤0.01% 789
2019
Q1 		– Sell
-100
Closed -$2K – 438
2018
Q4 		$2K Buy
+100
New +$2.14K ﹤0.01% 796

Other funds holding ILPT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ICM
Indaba Capital Management San Francisco, California $33.8M AUM 33.83% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Doyle Wealth Management's ILPT Position: Q3 2019 in Review

Doyle Wealth Management sold out of Industrial Logistics Properties Trust (ILPT) in Q3 2019, closing a stake of 100 shares — an estimated $2K sold.

Doyle Wealth Management first reported a position in ILPT in Q4 2018 and held it in 2 quarters. The position peaked at $2K in Q2 2019. 187 funds tracked by Wall St. Rank hold ILPT as of Q3 2019.

  • Doyle Wealth Management reported no remaining Industrial Logistics Properties Trust position as of Q3 2019 after selling out during the quarter.
  • Doyle Wealth Management sold 100 Industrial Logistics Properties Trust shares in Q3 2019, an estimated $2K.
  • Doyle Wealth Management first reported a position in Industrial Logistics Properties Trust in Q4 2018 and held it in 2 quarters.
  • Doyle Wealth Management's Industrial Logistics Properties Trust position peaked at $2K in Q2 2019.
  • 187 funds tracked by Wall St. Rank held Industrial Logistics Properties Trust as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.