IPC
LPT

Independent Portfolio Consultants’s Liberty Property Trust LPT Stock Holding History

Independent Portfolio Consultants’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
Q3 		– Sell
-11,030
Closed -$418K – 978
2014
Q2 		$418K Sell
11,030
-115
-1% -$4.36K 0.12% 302
2014
Q1 		$411K Sell
11,145
-300
-3% -$10.9K 0.13% 298
2013
Q4 		$388K Sell
11,445
-1,010
-8% -$35.3K 0.14% 314
2013
Q3 		$443K Sell
12,455
-185
-1% -$6.78K 0.18% 248
2013
Q2 		$467K Buy
+12,640
New +$516K 0.21% 204

Other funds holding LPT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SAMC
Shinko Asset Management Company Tokyo, Japan $14.7B AUM 18.14% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

Independent Portfolio Consultants's LPT Position: Q3 2014 in Review

Independent Portfolio Consultants sold out of Liberty Property Trust (LPT) in Q3 2014, closing a stake of 11,030 shares — an estimated $418K sold.

Independent Portfolio Consultants first reported a position in LPT in Q2 2013 and held it in 5 quarters. The position peaked at $467K in Q2 2013. 278 funds tracked by Wall St. Rank hold LPT as of Q3 2014.

  • Independent Portfolio Consultants reported no remaining Liberty Property Trust position as of Q3 2014 after selling out during the quarter.
  • Independent Portfolio Consultants sold 11,030 Liberty Property Trust shares in Q3 2014, an estimated $418K.
  • Independent Portfolio Consultants first reported a position in Liberty Property Trust in Q2 2013 and held it in 5 quarters.
  • Independent Portfolio Consultants's Liberty Property Trust position peaked at $467K in Q2 2013.
  • 278 funds tracked by Wall St. Rank held Liberty Property Trust as of Q3 2014.

Based on Independent Portfolio Consultants's 13F filing for Q3 2014, filed 14 Nov 2014.