HR
LPT

Howe & Rusling’s Liberty Property Trust LPT Stock Holding History

Howe & Rusling’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
2014
Q1 		– Sell
-405
Closed -$14K – 960
2013
Q4 		$14K Buy
405
+5
+1% +$175 ﹤0.01% 447
2013
Q3 		$14K Buy
400
+5
+1% +$183 0.01% 543
2013
Q2 		$15K Buy
+395
New +$16.1K ﹤0.01% 541

Other funds holding LPT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
SAMC
Shinko Asset Management Company Tokyo, Japan $14.7B AUM 18.14% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Howe & Rusling's LPT Position: Q1 2014 in Review

Howe & Rusling sold out of Liberty Property Trust (LPT) in Q1 2014, closing a stake of 405 shares — an estimated $14K sold.

Howe & Rusling first reported a position in LPT in Q2 2013 and held it in 3 quarters. The position peaked at $15K in Q2 2013. 289 funds tracked by Wall St. Rank hold LPT as of Q1 2014.

  • Howe & Rusling reported no remaining Liberty Property Trust position as of Q1 2014 after selling out during the quarter.
  • Howe & Rusling sold 405 Liberty Property Trust shares in Q1 2014, an estimated $14K.
  • Howe & Rusling first reported a position in Liberty Property Trust in Q2 2013 and held it in 3 quarters.
  • Howe & Rusling's Liberty Property Trust position peaked at $15K in Q2 2013.
  • 289 funds tracked by Wall St. Rank held Liberty Property Trust as of Q1 2014.

Based on Howe & Rusling's 13F filing for Q1 2014, filed 7 May 2014.