JIR
LPT

James Investment Research’s Liberty Property Trust LPT Stock Holding History

James Investment Research’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
2017
Q1 		– Sell
-15
Closed -$1K – 721
2016
Q4 		$1K Hold
15
– – ﹤0.01% 545
2016
Q3 		$1K Hold
15
– – ﹤0.01% 555
2016
Q2 		$1K Buy
+15
New +$546 ﹤0.01% 525

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return

James Investment Research's LPT Position: Q1 2017 in Review

James Investment Research sold out of Liberty Property Trust (LPT) in Q1 2017, closing a stake of 15 shares — an estimated $1K sold.

James Investment Research first reported a position in LPT in Q2 2016 and held it in 3 quarters. The position peaked at $1K in Q4 2016. 328 funds tracked by Wall St. Rank hold LPT as of Q1 2017.

  • James Investment Research reported no remaining Liberty Property Trust position as of Q1 2017 after selling out during the quarter.
  • James Investment Research sold 15 Liberty Property Trust shares in Q1 2017, an estimated $1K.
  • James Investment Research first reported a position in Liberty Property Trust in Q2 2016 and held it in 3 quarters.
  • James Investment Research's Liberty Property Trust position peaked at $1K in Q4 2016.
  • 328 funds tracked by Wall St. Rank held Liberty Property Trust as of Q1 2017.

Based on James Investment Research's 13F filing for Q1 2017, filed 21 Apr 2017.