Envestnet Asset Management
LPT

Envestnet Asset Management’s Liberty Property Trust LPT Stock Holding History

Envestnet Asset 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
2020
Q1 		– Sell
-203,007
Closed -$12.2M – 3225
2019
Q4 		$12.2M Buy
203,007
+42,542
+27% +$2.44M 0.01% 718
2019
Q3 		$8.24M Buy
160,465
+16,253
+11% +$838K 0.01% 838
2019
Q2 		$7.22M Buy
144,212
+7,639
+6% +$374K 0.01% 869
2019
Q1 		$6.61M Sell
136,573
-18,252
-12% -$850K 0.01% 870
2018
Q4 		$6.48M Buy
+154,825
New +$6.68M 0.01% 783
2018
Q3 		– Sell
-651
Closed -$29K – 2986
2018
Q2 		$29K Buy
651
+30
+5% +$1.27K ﹤0.01% 2343
2018
Q1 		$25K Sell
621
-65
-9% -$2.62K ﹤0.01% 2324
2017
Q4 		$29K Sell
686
-23
-3% -$998 ﹤0.01% 2456
2017
Q3 		$29K Sell
709
-3,248
-82% -$136K ﹤0.01% 2432
2017
Q2 		$160K Sell
3,957
-1,779
-31% -$73.1K ﹤0.01% 1949
2017
Q1 		$223K Buy
5,736
+1,148
+25% +$44.8K ﹤0.01% 1874
2016
Q4 		$183K Buy
4,588
+487
+12% +$19.1K ﹤0.01% 1931
2016
Q3 		$165K Sell
4,101
-75
-2% -$3.03K ﹤0.01% 2114
2016
Q2 		$166K Sell
4,176
-495
-11% -$18K ﹤0.01% 2186
2016
Q1 		$156K Buy
4,671
+548
+13% +$16.5K ﹤0.01% 2208
2015
Q4 		$128K Sell
4,123
-11,830
-74% -$392K ﹤0.01% 2266
2015
Q3 		$503K Sell
15,953
-2,135
-12% -$69.3K ﹤0.01% 1597
2015
Q2 		$583K Sell
18,088
-384
-2% -$13.4K ﹤0.01% 1645
2015
Q1 		$659K Buy
18,472
+17,979
+3,647% +$685K ﹤0.01% 1460
2014
Q4 		$19K Buy
493
+39
+9% +$1.37K ﹤0.01% 1776
2014
Q3 		$15K Sell
454
-120
-21% -$4.3K ﹤0.01% 2000
2014
Q2 		$22K Buy
574
+371
+183% +$14.1K ﹤0.01% 1727
2014
Q1 		$8K Buy
203
+71
+54% +$2.57K ﹤0.01% 1985
2013
Q4 		$4K Sell
132
-123
-48% -$4.3K ﹤0.01% 2090
2013
Q3 		$9K Hold
255
– – ﹤0.01% 1761
2013
Q2 		$9K Buy
+255
New +$10.4K ﹤0.01% 1721

Other funds holding LPT

MPPLM
Midwest Professional Planners Ltd (MPPL) Wausau, Wisconsin $510M AUM 49.02% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

Envestnet Asset Management's LPT Position: Q1 2020 in Review

Envestnet Asset Management sold out of Liberty Property Trust (LPT) in Q1 2020, closing a stake of 203,007 shares — an estimated $12.2M sold.

Envestnet Asset Management first reported a position in LPT in Q2 2013 and held it in 26 quarters. The position peaked at $12.2M in Q4 2019. 2 funds tracked by Wall St. Rank hold LPT as of Q1 2020.

  • Envestnet Asset Management reported no remaining Liberty Property Trust position as of Q1 2020 after selling out during the quarter.
  • Envestnet Asset Management sold 203,007 Liberty Property Trust shares in Q1 2020, an estimated $12.2M.
  • Envestnet Asset Management first reported a position in Liberty Property Trust in Q2 2013 and held it in 26 quarters.
  • Envestnet Asset Management's Liberty Property Trust position peaked at $12.2M in Q4 2019.
  • 2 funds tracked by Wall St. Rank held Liberty Property Trust as of Q1 2020.

Based on Envestnet Asset Management's 13F filing for Q1 2020, filed 23 Apr 2020.