Integrated Wealth Management (Palm Desert)’s Liberty Property Trust LPT Stock Holding History

Integrated Wealth Management (Palm Desert)’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
2016 Q4	–	Sell	-448	Closed	-$18K	–	1151
2016 Q3	$18K	Hold	448	–	–	0.01%	634
2016 Q2	$18K	Hold	448	–	–	0.01%	621
2016 Q1	$15K	Hold	448	–	–	0.01%	622
2015 Q4	$14K	Hold	448	–	–	0.01%	684
2015 Q3	$14K	Hold	448	–	–	0.01%	685
2015 Q2	$14K	Hold	448	–	–	0.01%	713
2015 Q1	$15K	Buy	+448	New	+$17.1K	0.01%	662

Other funds holding LPT

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

CIMLRA

CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s LPT Position: Q4 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of Liberty Property Trust (LPT) in Q4 2016, closing a stake of 448 shares — an estimated $18K sold.

Integrated Wealth Management (Palm Desert) first reported a position in LPT in Q1 2015 and held it in 7 quarters. The position peaked at $18K in Q3 2016. 332 funds tracked by Wall St. Rank hold LPT as of Q4 2016.

Integrated Wealth Management (Palm Desert) reported no remaining Liberty Property Trust position as of Q4 2016 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 448 Liberty Property Trust shares in Q4 2016, an estimated $18K.
Integrated Wealth Management (Palm Desert) first reported a position in Liberty Property Trust in Q1 2015 and held it in 7 quarters.
Integrated Wealth Management (Palm Desert)'s Liberty Property Trust position peaked at $18K in Q3 2016.
332 funds tracked by Wall St. Rank held Liberty Property Trust as of Q4 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2016, filed 6 Jan 2017.