Independent Order of Foresters’s Liberty Property Trust LPT Stock Holding History

Independent Order of Foresters’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
2018 Q2	–	Sell	-3,850	Closed	-$153K	–	100
2018 Q1	$153K	Hold	3,850	–	–	0.14%	87
2017 Q4	$166K	Hold	3,850	–	–	0.15%	87
2017 Q3	$158K	Hold	3,850	–	–	0.13%	94
2017 Q2	$157K	Hold	3,850	–	–	0.13%	94
2017 Q1	$148K	Hold	3,850	–	–	0.13%	97
2016 Q4	$152K	Hold	3,850	–	–	0.13%	95
2016 Q3	$155K	Hold	3,850	–	–	0.13%	93
2016 Q2	$153K	Hold	3,850	–	–	0.11%	93
2016 Q1	$129K	Buy	3,850 +3,000	+353%	+$90.1K	0.1%	97
2015 Q4	$26K	Hold	850	–	–	0.02%	102
2015 Q3	$27K	Sell	850 -10,000	-92%	-$325K	0.02%	104
2015 Q2	$349K	Sell	10,850 -8,000	-42%	-$279K	0.33%	70
2015 Q1	$673K	Buy	18,850 +4,500	+31%	+$171K	0.63%	40
2014 Q4	$540K	Sell	14,350 -15,000	-51%	-$528K	0.56%	47
2014 Q3	$976K	Sell	29,350 -1,500	-5%	-$53.8K	0.98%	25
2014 Q2	$1.17M	Sell	30,850 -10,200	-25%	-$387K	1.05%	20
2014 Q1	$1.52M	Hold	41,050	–	–	1.4%	18
2013 Q4	$1.39M	Buy	41,050 +14,900	+57%	+$521K	1.38%	19
2013 Q3	$931K	Hold	26,150	–	–	0.91%	26
2013 Q2	$967K	Buy	+26,150	New	+$1.07M	0.97%	24

Other funds holding LPT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Independent Order of Foresters's LPT Position: Q2 2018 in Review

Independent Order of Foresters sold out of Liberty Property Trust (LPT) in Q2 2018, closing a stake of 3,850 shares — an estimated $153K sold.

Independent Order of Foresters first reported a position in LPT in Q2 2013 and held it in 20 quarters. The position peaked at $1.52M in Q1 2014. 388 funds tracked by Wall St. Rank hold LPT as of Q2 2018.

Independent Order of Foresters reported no remaining Liberty Property Trust position as of Q2 2018 after selling out during the quarter.
Independent Order of Foresters sold 3,850 Liberty Property Trust shares in Q2 2018, an estimated $153K.
Independent Order of Foresters first reported a position in Liberty Property Trust in Q2 2013 and held it in 20 quarters.
Independent Order of Foresters's Liberty Property Trust position peaked at $1.52M in Q1 2014.
388 funds tracked by Wall St. Rank held Liberty Property Trust as of Q2 2018.

Based on Independent Order of Foresters's 13F filing for Q2 2018, filed 31 Jul 2018.