JFS Wealth Advisors’s Liberty Property Trust LPT Stock Holding History

JFS Wealth Advisors’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
2020 Q1	–	Sell	-50	Closed	-$3K	–	593
2019 Q4	$3K	Buy	+50	New	+$2.87K	﹤0.01%	449
2015 Q4	–	Sell	-2,000	Closed	-$63K	–	570
2015 Q3	$63K	Buy	+2,000	New	+$64.9K	0.03%	188

Other funds holding LPT

MPPLM

Midwest Professional Planners Ltd (MPPL) Wausau, Wisconsin $425M AUM 28.89% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

JFS Wealth Advisors's LPT Position: Q1 2020 in Review

JFS Wealth Advisors sold out of Liberty Property Trust (LPT) in Q1 2020, closing a stake of 50 shares — an estimated $3K sold.

JFS Wealth Advisors first reported a position in LPT in Q3 2015 and held it in 2 quarters. The position peaked at $63K in Q3 2015. 2 funds tracked by Wall St. Rank hold LPT as of Q1 2020.

JFS Wealth Advisors reported no remaining Liberty Property Trust position as of Q1 2020 after selling out during the quarter.
JFS Wealth Advisors sold 50 Liberty Property Trust shares in Q1 2020, an estimated $3K.
JFS Wealth Advisors first reported a position in Liberty Property Trust in Q3 2015 and held it in 2 quarters.
JFS Wealth Advisors's Liberty Property Trust position peaked at $63K in Q3 2015.
2 funds tracked by Wall St. Rank held Liberty Property Trust as of Q1 2020.

Based on JFS Wealth Advisors's 13F filing for Q1 2020, filed 29 Apr 2020.