FNBT
LPT

FineMark National Bank & Trust’s Liberty Property Trust LPT Stock Holding History

FineMark National Bank & Trust’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
2017
Q1 		– Sell
-208
Closed -$8K – 1140
2016
Q4 		$8K Hold
208
– – ﹤0.01% 1011
2016
Q3 		$8K Hold
208
– – ﹤0.01% 996
2016
Q2 		$8K Hold
208
– – ﹤0.01% 1002
2016
Q1 		$7K Sell
208
-422
-67% -$12.7K ﹤0.01% 991
2015
Q4 		$20K Buy
+630
New +$20.9K ﹤0.01% 823

Other funds holding LPT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return

FineMark National Bank & Trust's LPT Position: Q1 2017 in Review

FineMark National Bank & Trust sold out of Liberty Property Trust (LPT) in Q1 2017, closing a stake of 208 shares — an estimated $8K sold.

FineMark National Bank & Trust first reported a position in LPT in Q4 2015 and held it in 5 quarters. The position peaked at $20K in Q4 2015. 328 funds tracked by Wall St. Rank hold LPT as of Q1 2017.

  • FineMark National Bank & Trust reported no remaining Liberty Property Trust position as of Q1 2017 after selling out during the quarter.
  • FineMark National Bank & Trust sold 208 Liberty Property Trust shares in Q1 2017, an estimated $8K.
  • FineMark National Bank & Trust first reported a position in Liberty Property Trust in Q4 2015 and held it in 5 quarters.
  • FineMark National Bank & Trust's Liberty Property Trust position peaked at $20K in Q4 2015.
  • 328 funds tracked by Wall St. Rank held Liberty Property Trust as of Q1 2017.

Based on FineMark National Bank & Trust's 13F filing for Q1 2017, filed 12 May 2017.