GWCM
LPT

Godshalk Welsh Capital Management’s Liberty Property Trust LPT Stock Holding History

Godshalk Welsh Capital 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
2016
Q1 		– Sell
-8,325
Closed -$258K – 143
2015
Q4 		$258K Sell
8,325
-2,500
-23% -$82.9K 0.27% 119
2015
Q3 		$341K Sell
10,825
-1,400
-11% -$45.5K 0.37% 97
2015
Q2 		$394K Buy
12,225
+2,125
+21% +$74.1K 0.4% 95
2015
Q1 		$361K Hold
10,100
– – 0.37% 97
2014
Q4 		$380K Buy
+10,100
New +$355K 0.35% 97

Other funds holding LPT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SAMC
Shinko Asset Management Company Tokyo, Japan $14.7B AUM 18.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Godshalk Welsh Capital Management's LPT Position: Q1 2016 in Review

Godshalk Welsh Capital Management sold out of Liberty Property Trust (LPT) in Q1 2016, closing a stake of 8,325 shares — an estimated $258K sold.

Godshalk Welsh Capital Management first reported a position in LPT in Q4 2014 and held it in 5 quarters. The position peaked at $394K in Q2 2015. 318 funds tracked by Wall St. Rank hold LPT as of Q1 2016.

  • Godshalk Welsh Capital Management reported no remaining Liberty Property Trust position as of Q1 2016 after selling out during the quarter.
  • Godshalk Welsh Capital Management sold 8,325 Liberty Property Trust shares in Q1 2016, an estimated $258K.
  • Godshalk Welsh Capital Management first reported a position in Liberty Property Trust in Q4 2014 and held it in 5 quarters.
  • Godshalk Welsh Capital Management's Liberty Property Trust position peaked at $394K in Q2 2015.
  • 318 funds tracked by Wall St. Rank held Liberty Property Trust as of Q1 2016.

Based on Godshalk Welsh Capital Management's 13F filing for Q1 2016, filed 13 May 2016.