GVAG
LPT

Great Valley Advisor Group’s Liberty Property Trust LPT Stock Holding History

Great Valley Advisor Group’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
-4,100
Closed -$246K – 391
2019
Q4 		$246K Hold
4,100
– – 0.05% 312
2019
Q3 		$210K Buy
4,100
+100
+3% +$5.15K 0.05% 323
2019
Q2 		$200K Buy
+4,000
New +$196K 0.05% 321

Other funds holding LPT

MPPLM
Midwest Professional Planners Ltd (MPPL) Wausau, Wisconsin $425M AUM 28.89% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

Great Valley Advisor Group's LPT Position: Q1 2020 in Review

Great Valley Advisor Group sold out of Liberty Property Trust (LPT) in Q1 2020, closing a stake of 4,100 shares — an estimated $246K sold.

Great Valley Advisor Group first reported a position in LPT in Q2 2019 and held it in 3 quarters. The position peaked at $246K in Q4 2019. 2 funds tracked by Wall St. Rank hold LPT as of Q1 2020.

  • Great Valley Advisor Group reported no remaining Liberty Property Trust position as of Q1 2020 after selling out during the quarter.
  • Great Valley Advisor Group sold 4,100 Liberty Property Trust shares in Q1 2020, an estimated $246K.
  • Great Valley Advisor Group first reported a position in Liberty Property Trust in Q2 2019 and held it in 3 quarters.
  • Great Valley Advisor Group's Liberty Property Trust position peaked at $246K in Q4 2019.
  • 2 funds tracked by Wall St. Rank held Liberty Property Trust as of Q1 2020.

Based on Great Valley Advisor Group's 13F filing for Q1 2020, filed 15 May 2020.