ERTS Wealth Advisors’s Liberty Property Trust LPT Stock Holding History

ERTS Wealth 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
2019 Q1	–	Sell	-790	Closed	-$33K	–	329
2018 Q4	$33K	Buy	+790	New	+$34.1K	0.02%	185

Other funds holding LPT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

ERTS Wealth Advisors's LPT Position: Q1 2019 in Review

ERTS Wealth Advisors sold out of Liberty Property Trust (LPT) in Q1 2019, closing a stake of 790 shares — an estimated $33K sold.

ERTS Wealth Advisors first reported a position in LPT in Q4 2018 and held it in 1 quarter. The position peaked at $33K in Q4 2018. 400 funds tracked by Wall St. Rank hold LPT as of Q1 2019.

ERTS Wealth Advisors reported no remaining Liberty Property Trust position as of Q1 2019 after selling out during the quarter.
ERTS Wealth Advisors sold 790 Liberty Property Trust shares in Q1 2019, an estimated $33K.
ERTS Wealth Advisors first reported a position in Liberty Property Trust in Q4 2018 and held it in 1 quarter.
ERTS Wealth Advisors's Liberty Property Trust position peaked at $33K in Q4 2018.
400 funds tracked by Wall St. Rank held Liberty Property Trust as of Q1 2019.

Based on ERTS Wealth Advisors's 13F filing for Q1 2019, filed 15 May 2019.