LIM
LPT

Leavell Investment Management’s Liberty Property Trust LPT Stock Holding History

Leavell Investment Management’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
2014
Q2 		– Sell
-5,680
Closed -$210K – 408
2014
Q1 		$210K Buy
+5,680
New +$206K 0.04% 372
2013
Q4 		– Sell
-5,680
Closed -$202K – 397
2013
Q3 		$202K Hold
5,680
– – 0.04% 370
2013
Q2 		$210K Buy
+5,680
New +$232K 0.04% 356

Other funds holding LPT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SAMC
Shinko Asset Management Company Tokyo, Japan $14.7B AUM 18.14% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Leavell Investment Management's LPT Position: Q2 2014 in Review

Leavell Investment Management sold out of Liberty Property Trust (LPT) in Q2 2014, closing a stake of 5,680 shares — an estimated $210K sold.

Leavell Investment Management first reported a position in LPT in Q2 2013 and held it in 3 quarters. The position peaked at $210K in Q1 2014. 308 funds tracked by Wall St. Rank hold LPT as of Q2 2014.

  • Leavell Investment Management reported no remaining Liberty Property Trust position as of Q2 2014 after selling out during the quarter.
  • Leavell Investment Management sold 5,680 Liberty Property Trust shares in Q2 2014, an estimated $210K.
  • Leavell Investment Management first reported a position in Liberty Property Trust in Q2 2013 and held it in 3 quarters.
  • Leavell Investment Management's Liberty Property Trust position peaked at $210K in Q1 2014.
  • 308 funds tracked by Wall St. Rank held Liberty Property Trust as of Q2 2014.

Based on Leavell Investment Management's 13F filing for Q2 2014, filed 17 Jul 2014.