Kanaly Trust’s Liberty Property Trust LPT Stock Holding History

Kanaly Trust’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	$43K	Hold	1,100	–	–	0.01%	305
2016 Q3	$44K	Hold	1,100	–	–	0.01%	286
2016 Q2	$44K	Hold	1,100	–	–	0.01%	301
2016 Q1	$37K	Hold	1,100	–	–	0.01%	326
2015 Q4	$34K	Hold	1,100	–	–	0.01%	333
2015 Q3	$35K	Hold	1,100	–	–	0.01%	340
2015 Q2	$35K	Hold	1,100	–	–	0.01%	368
2015 Q1	$39K	Hold	1,100	–	–	0.01%	313
2014 Q4	$41K	Hold	1,100	–	–	0.01%	310
2014 Q3	$37K	Hold	1,100	–	–	0.01%	326
2014 Q2	$42K	Hold	1,100	–	–	0.01%	327
2014 Q1	$41K	Hold	1,100	–	–	0.01%	322
2013 Q4	$37K	Buy	+1,100	New	+$38.5K	0.01%	328

Other funds holding LPT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Kanaly Trust's LPT Position: Q4 2016 in Review

Kanaly Trust held its Liberty Property Trust (LPT) position steady in Q4 2016 at 1,100 shares worth $43K. The position accounts for 0.01% of the portfolio, ranked #305.

Kanaly Trust first reported a position in LPT in Q4 2013 and has held it in 13 quarters since. The position peaked at $44K in Q3 2016. 332 funds tracked by Wall St. Rank hold LPT as of Q4 2016.

Kanaly Trust held 1,100 shares of Liberty Property Trust worth $43K as of Q4 2016.
Kanaly Trust left its Liberty Property Trust share count unchanged in Q4 2016.
Liberty Property Trust made up 0.01% of Kanaly Trust's portfolio in Q4 2016, its #305 holding.
Kanaly Trust first reported a position in Liberty Property Trust in Q4 2013 and has held it in 13 quarters since.
Kanaly Trust's Liberty Property Trust position peaked at $44K in Q3 2016.
332 funds tracked by Wall St. Rank held Liberty Property Trust as of Q4 2016.

Based on Kanaly Trust's 13F filing for Q4 2016, filed 23 Jan 2017.