Financial Gravity Asset Management’s Liberty Property Trust LPT Stock Holding History

Financial Gravity 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
2019 Q4	–	Sell	-4	Closed	–	–	1829
2019 Q3	$0	Sell	4 -126	-97%	-$6.49K	﹤0.01%	1692
2019 Q2	$7K	Sell	130 -135	-51%	-$6.61K	0.01%	651
2019 Q1	$13K	Buy	+265	New	+$12.3K	0.01%	518
2018 Q3	$4K	Sell	94 -7	-7%	-$304	﹤0.01%	821
2018 Q2	$4K	Sell	101 -892	-90%	-$37.8K	﹤0.01%	858
2018 Q1	$42K	Buy	+993	New	+$40.1K	0.04%	358

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

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

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Financial Gravity Asset Management's LPT Position: Q4 2019 in Review

Financial Gravity Asset Management sold out of Liberty Property Trust (LPT) in Q4 2019, closing a stake of 4 shares.

Financial Gravity Asset Management first reported a position in LPT in Q1 2018 and held it in 6 quarters. The position peaked at $42K in Q1 2018. 415 funds tracked by Wall St. Rank hold LPT as of Q4 2019.

Financial Gravity Asset Management reported no remaining Liberty Property Trust position as of Q4 2019 after selling out during the quarter.
Financial Gravity Asset Management sold 4 Liberty Property Trust shares in Q4 2019.
Financial Gravity Asset Management first reported a position in Liberty Property Trust in Q1 2018 and held it in 6 quarters.
Financial Gravity Asset Management's Liberty Property Trust position peaked at $42K in Q1 2018.
415 funds tracked by Wall St. Rank held Liberty Property Trust as of Q4 2019.

Based on Financial Gravity Asset Management's 13F filing for Q4 2019, filed 28 Feb 2020.