LWANC
LPT

Laurel Wealth Advisors (North Carolina)’s Liberty Property Trust LPT Stock Holding History

Laurel Wealth Advisors (North Carolina)’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
2020
Q1 		– Sell
-1,285
Closed -$77K – 578
2019
Q4 		$77K Hold
1,285
– – 0.02% 210
2019
Q3 		$66K Hold
1,285
– – 0.02% 219
2019
Q2 		$64K Hold
1,285
– – 0.02% 214
2019
Q1 		$62K Hold
1,285
– – 0.02% 216
2018
Q4 		$54K Buy
+1,285
New +$55.5K 0.02% 211

Other funds holding LPT

MPPLM
Midwest Professional Planners Ltd (MPPL) Wausau, Wisconsin $510M AUM 49.02% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

Laurel Wealth Advisors (North Carolina)'s LPT Position: Q1 2020 in Review

Laurel Wealth Advisors (North Carolina) sold out of Liberty Property Trust (LPT) in Q1 2020, closing a stake of 1,285 shares — an estimated $77K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in LPT in Q4 2018 and held it in 5 quarters. The position peaked at $77K in Q4 2019. 2 funds tracked by Wall St. Rank hold LPT as of Q1 2020.

  • Laurel Wealth Advisors (North Carolina) reported no remaining Liberty Property Trust position as of Q1 2020 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 1,285 Liberty Property Trust shares in Q1 2020, an estimated $77K.
  • Laurel Wealth Advisors (North Carolina) first reported a position in Liberty Property Trust in Q4 2018 and held it in 5 quarters.
  • Laurel Wealth Advisors (North Carolina)'s Liberty Property Trust position peaked at $77K in Q4 2019.
  • 2 funds tracked by Wall St. Rank held Liberty Property Trust as of Q1 2020.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2020, filed 30 Apr 2020.