EI
LPT

Ellevest Inc’s Liberty Property Trust LPT Stock Holding History

Ellevest Inc’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
-465
Closed -$28K – 1395
2019
Q4 		$28K Buy
+465
New +$26.6K 0.01% 352

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

Ellevest Inc's LPT Position: Q1 2020 in Review

Ellevest Inc sold out of Liberty Property Trust (LPT) in Q1 2020, closing a stake of 465 shares — an estimated $28K sold.

Ellevest Inc first reported a position in LPT in Q4 2019 and held it in 1 quarter. The position peaked at $28K in Q4 2019. 2 funds tracked by Wall St. Rank hold LPT as of Q1 2020.

  • Ellevest Inc reported no remaining Liberty Property Trust position as of Q1 2020 after selling out during the quarter.
  • Ellevest Inc sold 465 Liberty Property Trust shares in Q1 2020, an estimated $28K.
  • Ellevest Inc first reported a position in Liberty Property Trust in Q4 2019 and held it in 1 quarter.
  • Ellevest Inc's Liberty Property Trust position peaked at $28K in Q4 2019.
  • 2 funds tracked by Wall St. Rank held Liberty Property Trust as of Q1 2020.

Based on Ellevest Inc's 13F filing for Q1 2020, filed 13 Apr 2020.