JA
LPT

JOYN Advisors’s Liberty Property Trust LPT Stock Holding History

JOYN 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
2019
Q1 		– Sell
-248
Closed -$10K – 1677
2018
Q4 		$10K Buy
248
+128
+107% +$5.52K ﹤0.01% 996
2018
Q3 		$5K Buy
120
+38
+46% +$1.65K ﹤0.01% 1225
2018
Q2 		$4K Buy
+82
New +$3.47K ﹤0.01% 1251

Other funds holding LPT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

JOYN Advisors's LPT Position: Q1 2019 in Review

JOYN Advisors sold out of Liberty Property Trust (LPT) in Q1 2019, closing a stake of 248 shares — an estimated $10K sold.

JOYN Advisors first reported a position in LPT in Q2 2018 and held it in 3 quarters. The position peaked at $10K in Q4 2018. 400 funds tracked by Wall St. Rank hold LPT as of Q1 2019.

  • JOYN Advisors reported no remaining Liberty Property Trust position as of Q1 2019 after selling out during the quarter.
  • JOYN Advisors sold 248 Liberty Property Trust shares in Q1 2019, an estimated $10K.
  • JOYN Advisors first reported a position in Liberty Property Trust in Q2 2018 and held it in 3 quarters.
  • JOYN Advisors's Liberty Property Trust position peaked at $10K in Q4 2018.
  • 400 funds tracked by Wall St. Rank held Liberty Property Trust as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.