FGC
LPT

Financial Gravity Companies’s Liberty Property Trust LPT Stock Holding History

Financial Gravity Companies’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
2018
Q4 		$15K Buy
+325
New +$14K 0.01% 521
2018
Q1 		$42K Sell
993
-404
-29% -$16.3K 0.04% 358
2017
Q4 		$58K Buy
+1,397
New +$60.6K 0.07% 255

Other funds holding LPT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

Financial Gravity Companies's LPT Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in Liberty Property Trust (LPT) in Q4 2018: 325 shares worth $15K. The stake represents 0.01% of the portfolio and ranks #521 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in LPT as recently as Q1 2018.

Financial Gravity Companies first reported a position in LPT in Q4 2017 and has held it in 3 quarters since. The position peaked at $58K in Q4 2017. 394 funds tracked by Wall St. Rank hold LPT as of Q4 2018.

  • Financial Gravity Companies held 325 shares of Liberty Property Trust worth $15K as of Q4 2018.
  • Liberty Property Trust was a new Financial Gravity Companies position in Q4 2018.
  • Liberty Property Trust made up 0.01% of Financial Gravity Companies's portfolio in Q4 2018, its #521 holding.
  • Financial Gravity Companies first reported a position in Liberty Property Trust in Q4 2017 and has held it in 3 quarters since.
  • Financial Gravity Companies's Liberty Property Trust position peaked at $58K in Q4 2017.
  • 394 funds tracked by Wall St. Rank held Liberty Property Trust as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.