GWMIA
LPT

Global Wealth Management Investment Advisory’s Liberty Property Trust LPT Stock Holding History

Global Wealth Management Investment Advisory’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
2020
Q1 		– Sell
-14
Closed -$1K – 685
2019
Q4 		$1K Hold
14
– – ﹤0.01% 590
2019
Q3 		$1K Hold
14
– – ﹤0.01% 623
2019
Q2 		$1K Hold
14
– – ﹤0.01% 674
2019
Q1 		$1K Hold
14
– – ﹤0.01% 669
2018
Q4 		$1K Buy
+14
New +$604 ﹤0.01% 692

Other funds holding LPT

MPPLM
Midwest Professional Planners Ltd (MPPL) Wausau, Wisconsin $510M AUM 49.02% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

Global Wealth Management Investment Advisory's LPT Position: Q1 2020 in Review

Global Wealth Management Investment Advisory sold out of Liberty Property Trust (LPT) in Q1 2020, closing a stake of 14 shares — an estimated $1K sold.

Global Wealth Management Investment Advisory first reported a position in LPT in Q4 2018 and held it in 5 quarters. The position peaked at $1K in Q4 2019. 2 funds tracked by Wall St. Rank hold LPT as of Q1 2020.

  • Global Wealth Management Investment Advisory reported no remaining Liberty Property Trust position as of Q1 2020 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 14 Liberty Property Trust shares in Q1 2020, an estimated $1K.
  • Global Wealth Management Investment Advisory first reported a position in Liberty Property Trust in Q4 2018 and held it in 5 quarters.
  • Global Wealth Management Investment Advisory's Liberty Property Trust position peaked at $1K in Q4 2019.
  • 2 funds tracked by Wall St. Rank held Liberty Property Trust as of Q1 2020.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2020, filed 14 May 2020.