LFFS
LPT

La Francaise Forum Securities’s Liberty Property Trust LPT Stock Holding History

La Francaise Forum Securities’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
Q2 		– Sell
-60,584
Closed -$2.03M – 32
2016
Q1 		$2.03M Sell
60,584
-12,291
-17% -$369K 5.37% 5
2015
Q4 		$2.27M Sell
72,875
-31,741
-30% -$1.05M 3.01% 14
2015
Q3 		$3.3M Buy
104,616
+18,435
+21% +$599K 3.79% 11
2015
Q2 		$2.78M Buy
+86,181
New +$3.01M 2.27% 21

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
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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

La Francaise Forum Securities's LPT Position: Q2 2016 in Review

La Francaise Forum Securities sold out of Liberty Property Trust (LPT) in Q2 2016, closing a stake of 60,584 shares — an estimated $2.03M sold.

La Francaise Forum Securities first reported a position in LPT in Q2 2015 and held it in 4 quarters. The position peaked at $3.3M in Q3 2015. 330 funds tracked by Wall St. Rank hold LPT as of Q2 2016.

  • La Francaise Forum Securities reported no remaining Liberty Property Trust position as of Q2 2016 after selling out during the quarter.
  • La Francaise Forum Securities sold 60,584 Liberty Property Trust shares in Q2 2016, an estimated $2.03M.
  • La Francaise Forum Securities first reported a position in Liberty Property Trust in Q2 2015 and held it in 4 quarters.
  • La Francaise Forum Securities's Liberty Property Trust position peaked at $3.3M in Q3 2015.
  • 330 funds tracked by Wall St. Rank held Liberty Property Trust as of Q2 2016.

Based on La Francaise Forum Securities's 13F filing for Q2 2016, filed 3 Aug 2016.