LFA
LPT

Legacy Financial Advisors’s Liberty Property Trust LPT Stock Holding History

Legacy Financial Advisors’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
Q2 		– Sell
-135
Closed -$7K – 1037
2019
Q1 		$7K Hold
135
– – ﹤0.01% 718
2018
Q4 		$6K Sell
135
-29
-18% -$1.25K ﹤0.01% 715
2018
Q3 		$6K Hold
164
– – ﹤0.01% 668
2018
Q2 		$7K Buy
164
+29
+21% +$1.23K ﹤0.01% 637
2018
Q1 		$5K Hold
135
– – ﹤0.01% 659
2017
Q4 		$5K Buy
+135
New +$5.86K ﹤0.01% 649

Other funds holding LPT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Legacy Financial Advisors's LPT Position: Q2 2019 in Review

Legacy Financial Advisors sold out of Liberty Property Trust (LPT) in Q2 2019, closing a stake of 135 shares — an estimated $7K sold.

Legacy Financial Advisors first reported a position in LPT in Q4 2017 and held it in 6 quarters. The position peaked at $7K in Q1 2019. 390 funds tracked by Wall St. Rank hold LPT as of Q2 2019.

  • Legacy Financial Advisors reported no remaining Liberty Property Trust position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 135 Liberty Property Trust shares in Q2 2019, an estimated $7K.
  • Legacy Financial Advisors first reported a position in Liberty Property Trust in Q4 2017 and held it in 6 quarters.
  • Legacy Financial Advisors's Liberty Property Trust position peaked at $7K in Q1 2019.
  • 390 funds tracked by Wall St. Rank held Liberty Property Trust as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.