JFA
LPT

JNBA Financial Advisors’s Liberty Property Trust LPT Stock Holding History

JNBA Financial 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
2016
Q4 		– Sell
-561
Closed -$23K – 1548
2016
Q3 		$23K Buy
+561
New +$22.7K ﹤0.01% 768

Other funds holding LPT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return

JNBA Financial Advisors's LPT Position: Q4 2016 in Review

JNBA Financial Advisors sold out of Liberty Property Trust (LPT) in Q4 2016, closing a stake of 561 shares — an estimated $23K sold.

JNBA Financial Advisors first reported a position in LPT in Q3 2016 and held it in 1 quarter. The position peaked at $23K in Q3 2016. 332 funds tracked by Wall St. Rank hold LPT as of Q4 2016.

  • JNBA Financial Advisors reported no remaining Liberty Property Trust position as of Q4 2016 after selling out during the quarter.
  • JNBA Financial Advisors sold 561 Liberty Property Trust shares in Q4 2016, an estimated $23K.
  • JNBA Financial Advisors first reported a position in Liberty Property Trust in Q3 2016 and held it in 1 quarter.
  • JNBA Financial Advisors's Liberty Property Trust position peaked at $23K in Q3 2016.
  • 332 funds tracked by Wall St. Rank held Liberty Property Trust as of Q4 2016.

Based on JNBA Financial Advisors's 13F filing for Q4 2016, filed 3 Feb 2017.