IUHSA
LPT

Itau Unibanco Holding S.A.’s Liberty Property Trust LPT Stock Holding History

Itau Unibanco Holding S.A.’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
Q3 		– Sell
-197
Closed -$9K – 836
2018
Q2 		$9K Buy
+197
New +$8.35K ﹤0.01% 712
2018
Q1 		– Sell
-1,090
Closed -$47K – 680
2017
Q4 		$47K Buy
1,090
+112
+11% +$4.86K ﹤0.01% 437
2017
Q3 		$127K Buy
978
+928
+1,856% +$38.8K 0.01% 495
2017
Q2 		$2K Buy
+50
New +$2.05K ﹤0.01% 648

Other funds holding LPT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SCRM
Security Capital Research & Management Chicago, Illinois $2.36B AUM 5.25% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Itau Unibanco Holding S.A.'s LPT Position: Q3 2018 in Review

Itau Unibanco Holding S.A. sold out of Liberty Property Trust (LPT) in Q3 2018, closing a stake of 197 shares — an estimated $9K sold.

Itau Unibanco Holding S.A. first reported a position in LPT in Q2 2017 and held it in 4 quarters. The position peaked at $127K in Q3 2017. 371 funds tracked by Wall St. Rank hold LPT as of Q3 2018.

  • Itau Unibanco Holding S.A. reported no remaining Liberty Property Trust position as of Q3 2018 after selling out during the quarter.
  • Itau Unibanco Holding S.A. sold 197 Liberty Property Trust shares in Q3 2018, an estimated $9K.
  • Itau Unibanco Holding S.A. first reported a position in Liberty Property Trust in Q2 2017 and held it in 4 quarters.
  • Itau Unibanco Holding S.A.'s Liberty Property Trust position peaked at $127K in Q3 2017.
  • 371 funds tracked by Wall St. Rank held Liberty Property Trust as of Q3 2018.

Based on Itau Unibanco Holding S.A.'s 13F filing for Q3 2018, filed 13 Nov 2018.