IRF
LPT

IBM Retirement Fund’s Liberty Property Trust LPT Stock Holding History

IBM Retirement Fund’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
-11,777
Closed -$465K – 835
2016
Q4 		$465K Sell
11,777
-2,067
-15% -$80.9K 0.02% 605
2016
Q3 		$559K Sell
13,844
-918
-6% -$37.1K 0.03% 583
2016
Q2 		$586K Sell
14,762
-394
-3% -$14.3K 0.02% 590
2016
Q1 		$507K Sell
15,156
-21,031
-58% -$632K 0.02% 645
2015
Q4 		$1.12M Buy
36,187
+4,252
+13% +$141K 0.02% 696
2015
Q3 		$1.01M Sell
31,935
-4,519
-12% -$147K 0.02% 645
2015
Q2 		$1.18M Buy
36,454
+1,096
+3% +$38.2K 0.02% 684
2015
Q1 		$1.26M Hold
35,358
– – 0.02% 658
2014
Q4 		$1.33M Buy
35,358
+5,189
+17% +$183K 0.03% 627
2014
Q3 		$1M Sell
30,169
-5,930
-16% -$213K 0.02% 695
2014
Q2 		$1.36M Buy
36,099
+2,529
+8% +$95.9K 0.03% 638
2014
Q1 		$1.24M Sell
33,570
-17,154
-34% -$621K 0.02% 659
2013
Q4 		$1.72M Sell
50,724
-323
-0.6% -$11.3K 0.02% 707
2013
Q3 		$1.82M Hold
51,047
– – 0.02% 667
2013
Q2 		$1.89M Buy
+51,047
New +$2.09M 0.02% 677

Other funds holding LPT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $5.7B AUM 17.05% 1-Year Est. Return

IBM Retirement Fund's LPT Position: Q1 2017 in Review

IBM Retirement Fund sold out of Liberty Property Trust (LPT) in Q1 2017, closing a stake of 11,777 shares — an estimated $465K sold.

IBM Retirement Fund first reported a position in LPT in Q2 2013 and held it in 15 quarters. The position peaked at $1.89M in Q2 2013. 328 funds tracked by Wall St. Rank hold LPT as of Q1 2017.

  • IBM Retirement Fund reported no remaining Liberty Property Trust position as of Q1 2017 after selling out during the quarter.
  • IBM Retirement Fund sold 11,777 Liberty Property Trust shares in Q1 2017, an estimated $465K.
  • IBM Retirement Fund first reported a position in Liberty Property Trust in Q2 2013 and held it in 15 quarters.
  • IBM Retirement Fund's Liberty Property Trust position peaked at $1.89M in Q2 2013.
  • 328 funds tracked by Wall St. Rank held Liberty Property Trust as of Q1 2017.

Based on IBM Retirement Fund's 13F filing for Q1 2017, filed 10 May 2017.