KCS Wealth Advisory’s Liberty Property Trust LPT Stock Holding History

KCS Wealth Advisory’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 Q4	–	Sell	-887	Closed	-$45.5K	–	447
2019 Q3	$45.5K	Buy	+887	New	+$45.7K	0.03%	248

Other funds holding LPT

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

KCS Wealth Advisory's LPT Position: Q4 2019 in Review

KCS Wealth Advisory sold out of Liberty Property Trust (LPT) in Q4 2019, closing a stake of 887 shares — an estimated $45.5K sold.

KCS Wealth Advisory first reported a position in LPT in Q3 2019 and held it in 1 quarter. The position peaked at $45.5K in Q3 2019. 415 funds tracked by Wall St. Rank hold LPT as of Q4 2019.

KCS Wealth Advisory reported no remaining Liberty Property Trust position as of Q4 2019 after selling out during the quarter.
KCS Wealth Advisory sold 887 Liberty Property Trust shares in Q4 2019, an estimated $45.5K.
KCS Wealth Advisory first reported a position in Liberty Property Trust in Q3 2019 and held it in 1 quarter.
KCS Wealth Advisory's Liberty Property Trust position peaked at $45.5K in Q3 2019.
415 funds tracked by Wall St. Rank held Liberty Property Trust as of Q4 2019.

Based on KCS Wealth Advisory's 13F filing for Q4 2019, filed 15 Jan 2020.