Fiduciary Financial Services of The Southwest’s Liberty Property Trust LPT Stock Holding History

Fiduciary Financial Services of The Southwest’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
2016 Q4	–	Sell	-16,686	Closed	-$673K	–	150
2016 Q3	$673K	Buy	16,686 +255	+2%	+$10.3K	0.22%	109
2016 Q2	$653K	Buy	16,431 +370	+2%	+$13.5K	0.21%	111
2016 Q1	$537K	Sell	16,061 -430	-3%	-$12.9K	0.19%	109
2015 Q4	$512K	Hold	16,491	–	–	0.18%	109
2015 Q3	$520K	Buy	16,491 +435	+3%	+$14.1K	0.18%	110
2015 Q2	$517K	Sell	16,056 -2,175	-12%	-$75.9K	0.16%	119
2015 Q1	$651K	Hold	18,231	–	–	0.19%	110
2014 Q4	$686K	Sell	18,231 -300	-2%	-$10.6K	0.2%	110
2014 Q3	$616K	Sell	18,531 -250	-1%	-$8.97K	0.17%	112
2014 Q2	$712K	Hold	18,781	–	–	0.2%	107
2014 Q1	$694K	Hold	18,781	–	–	0.21%	100
2013 Q4	$636K	Hold	18,781	–	–	0.2%	102
2013 Q3	$669K	Buy	18,781 +2,980	+19%	+$109K	0.22%	98
2013 Q2	$584K	Buy	+15,801	New	+$646K	0.19%	101

Other funds holding LPT

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

CIMLRA

CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return

Fiduciary Financial Services of The Southwest's LPT Position: Q4 2016 in Review

Fiduciary Financial Services of The Southwest sold out of Liberty Property Trust (LPT) in Q4 2016, closing a stake of 16,686 shares — an estimated $673K sold.

Fiduciary Financial Services of The Southwest first reported a position in LPT in Q2 2013 and held it in 14 quarters. The position peaked at $712K in Q2 2014. 332 funds tracked by Wall St. Rank hold LPT as of Q4 2016.

Fiduciary Financial Services of The Southwest reported no remaining Liberty Property Trust position as of Q4 2016 after selling out during the quarter.
Fiduciary Financial Services of The Southwest sold 16,686 Liberty Property Trust shares in Q4 2016, an estimated $673K.
Fiduciary Financial Services of The Southwest first reported a position in Liberty Property Trust in Q2 2013 and held it in 14 quarters.
Fiduciary Financial Services of The Southwest's Liberty Property Trust position peaked at $712K in Q2 2014.
332 funds tracked by Wall St. Rank held Liberty Property Trust as of Q4 2016.

Based on Fiduciary Financial Services of The Southwest's 13F filing for Q4 2016, filed 13 Feb 2017.