IAA
LPT

Independent Advisor Alliance’s Liberty Property Trust LPT Stock Holding History

Independent Advisor Alliance’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
-4,326
Closed -$260K – 938
2019
Q4 		$260K Sell
4,326
-267
-6% -$15.3K 0.01% 732
2019
Q3 		$236K Sell
4,593
-419
-8% -$21.6K 0.03% 387
2019
Q2 		$251K Buy
5,012
+222
+5% +$10.9K 0.04% 333
2019
Q1 		$232K Buy
+4,790
New +$223K 0.03% 369

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

Independent Advisor Alliance's LPT Position: Q1 2020 in Review

Independent Advisor Alliance sold out of Liberty Property Trust (LPT) in Q1 2020, closing a stake of 4,326 shares — an estimated $260K sold.

Independent Advisor Alliance first reported a position in LPT in Q1 2019 and held it in 4 quarters. The position peaked at $260K in Q4 2019. 2 funds tracked by Wall St. Rank hold LPT as of Q1 2020.

  • Independent Advisor Alliance reported no remaining Liberty Property Trust position as of Q1 2020 after selling out during the quarter.
  • Independent Advisor Alliance sold 4,326 Liberty Property Trust shares in Q1 2020, an estimated $260K.
  • Independent Advisor Alliance first reported a position in Liberty Property Trust in Q1 2019 and held it in 4 quarters.
  • Independent Advisor Alliance's Liberty Property Trust position peaked at $260K in Q4 2019.
  • 2 funds tracked by Wall St. Rank held Liberty Property Trust as of Q1 2020.

Based on Independent Advisor Alliance's 13F filing for Q1 2020, filed 14 May 2020.