JIC
LPT

Joel Isaacson & Co’s Liberty Property Trust LPT Stock Holding History

Joel Isaacson & Co’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
2015
Q2 		– Sell
-500
Closed -$18K – 796
2015
Q1 		$18K Hold
500
– – ﹤0.01% 510
2014
Q4 		$19K Hold
500
– – 0.01% 445
2014
Q3 		$17K Hold
500
– – 0.01% 441
2014
Q2 		$19K Hold
500
– – 0.01% 417
2014
Q1 		$18K Hold
500
– – 0.01% 427
2013
Q4 		$17K Hold
500
– – 0.01% 392
2013
Q3 		$18K Hold
500
– – 0.01% 369
2013
Q2 		$18K Buy
+500
New +$20.4K 0.01% 342

Other funds holding LPT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
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
SAMC
Shinko Asset Management Company Tokyo, Japan $14.7B AUM 18.14% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Joel Isaacson & Co's LPT Position: Q2 2015 in Review

Joel Isaacson & Co sold out of Liberty Property Trust (LPT) in Q2 2015, closing a stake of 500 shares — an estimated $18K sold.

Joel Isaacson & Co first reported a position in LPT in Q2 2013 and held it in 8 quarters. The position peaked at $19K in Q4 2014. 295 funds tracked by Wall St. Rank hold LPT as of Q2 2015.

  • Joel Isaacson & Co reported no remaining Liberty Property Trust position as of Q2 2015 after selling out during the quarter.
  • Joel Isaacson & Co sold 500 Liberty Property Trust shares in Q2 2015, an estimated $18K.
  • Joel Isaacson & Co first reported a position in Liberty Property Trust in Q2 2013 and held it in 8 quarters.
  • Joel Isaacson & Co's Liberty Property Trust position peaked at $19K in Q4 2014.
  • 295 funds tracked by Wall St. Rank held Liberty Property Trust as of Q2 2015.

Based on Joel Isaacson & Co's 13F filing for Q2 2015, filed 27 Jul 2015.