Lenox Wealth Advisors’s Liberty Property Trust LPT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-1,717
| Closed | -$103K | – | 981 |
|
|
2019
Q4 | $103K | Sell |
1,717
-300
| -15% | -$17.2K | 0.02% | 118 |
|
|
2019
Q3 | $104K | Buy |
2,017
+131
| +7% | +$6.75K | 0.02% | 113 |
|
|
2019
Q2 | $94K | Sell |
1,886
-100
| -5% | -$4.89K | 0.02% | 115 |
|
|
2019
Q1 | $96K | Hold |
1,986
| – | – | 0.02% | 106 |
|
|
2018
Q4 | $83K | Hold |
1,986
| – | – | 0.02% | 104 |
|
|
2018
Q3 | $84K | Hold |
1,986
| – | – | 0.02% | 108 |
|
|
2018
Q2 | $88K | Buy |
+1,986
| New | +$84.1K | 0.02% | 92 |
|
|
2017
Q4 | – | Sell |
-2,186
| Closed | -$90K | – | 484 |
|
|
2017
Q3 | $90K | Hold |
2,186
| – | – | 0.03% | 42 |
|
|
2017
Q2 | $89K | Sell |
2,186
-246
| -10% | -$10.1K | 0.03% | 39 |
|
|
2017
Q1 | $94K | Hold |
2,432
| – | – | 0.03% | 37 |
|
|
2016
Q4 | $96K | Hold |
2,432
| – | – | 0.03% | 39 |
|
|
2016
Q3 | $98K | Sell |
2,432
-150
| -6% | -$6.07K | 0.03% | 54 |
|
|
2016
Q2 | $103K | Hold |
2,582
| – | – | 0.03% | 53 |
|
|
2016
Q1 | $86K | Hold |
2,582
| – | – | 0.03% | 61 |
|
|
2015
Q4 | $80K | Hold |
2,582
| – | – | 0.03% | 62 |
|
|
2015
Q3 | $81K | Hold |
2,582
| – | – | 0.03% | 58 |
|
|
2015
Q2 | $83K | Hold |
2,582
| – | – | 0.04% | 49 |
|
|
2015
Q1 | $92K | Hold |
2,582
| – | – | 0.04% | 50 |
|
|
2014
Q4 | $97K | Hold |
2,582
| – | – | 0.04% | 47 |
|
|
2014
Q3 | $86K | Hold |
2,582
| – | – | 0.04% | 51 |
|
|
2014
Q2 | $97K | Hold |
2,582
| – | – | 0.04% | 37 |
|
|
2014
Q1 | $96K | Hold |
2,582
| – | – | 0.06% | 33 |
|
|
2013
Q4 | $87K | Buy |
+2,582
| New | +$90.3K | 0.06% | 44 |
|
Other funds holding LPT
Lenox Wealth Advisors's LPT Position: Q1 2020 in Review
Lenox Wealth Advisors sold out of Liberty Property Trust (LPT) in Q1 2020, closing a stake of 1,717 shares — an estimated $103K sold.
Lenox Wealth Advisors first reported a position in LPT in Q4 2013 and held it in 23 quarters. The position peaked at $104K in Q3 2019. 2 funds tracked by Wall St. Rank hold LPT as of Q1 2020.
- Lenox Wealth Advisors reported no remaining Liberty Property Trust position as of Q1 2020 after selling out during the quarter.
- Lenox Wealth Advisors sold 1,717 Liberty Property Trust shares in Q1 2020, an estimated $103K.
- Lenox Wealth Advisors first reported a position in Liberty Property Trust in Q4 2013 and held it in 23 quarters.
- Lenox Wealth Advisors's Liberty Property Trust position peaked at $104K in Q3 2019.
- 2 funds tracked by Wall St. Rank held Liberty Property Trust as of Q1 2020.
Based on Lenox Wealth Advisors's 13F filing for Q1 2020, filed 3 Apr 2020.