Level Four Advisory Services’s Liberty Property Trust LPT Stock Holding History

Level Four Advisory Services’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 Q4	–	Sell	-11,289	Closed	-$579K	–	576
2019 Q3	$579K	Sell	11,289 -4,827	-30%	-$249K	0.06%	300
2019 Q2	$806K	Buy	16,116 +1,551	+11%	+$75.9K	0.08%	233
2019 Q1	$705K	Sell	14,565 -12	-0.1%	-$559	0.08%	246
2018 Q4	$610K	Sell	14,577 -960	-6%	-$41.4K	0.08%	256
2018 Q3	$656K	Sell	15,537 -1,064	-6%	-$46.2K	0.07%	283
2018 Q2	$736K	Buy	16,601 +4,272	+35%	+$181K	0.05%	301
2018 Q1	$490K	Buy	12,329 +2,340	+23%	+$94.4K	0.04%	359
2017 Q4	$430K	Buy	9,989 +4,651	+87%	+$202K	0.03%	388
2017 Q3	$219K	Buy	+5,338	New	+$223K	0.02%	472

Other funds holding LPT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Level Four Advisory Services's LPT Position: Q4 2019 in Review

Level Four Advisory Services sold out of Liberty Property Trust (LPT) in Q4 2019, closing a stake of 11,289 shares — an estimated $579K sold.

Level Four Advisory Services first reported a position in LPT in Q3 2017 and held it in 9 quarters. The position peaked at $806K in Q2 2019. 415 funds tracked by Wall St. Rank hold LPT as of Q4 2019.

Level Four Advisory Services reported no remaining Liberty Property Trust position as of Q4 2019 after selling out during the quarter.
Level Four Advisory Services sold 11,289 Liberty Property Trust shares in Q4 2019, an estimated $579K.
Level Four Advisory Services first reported a position in Liberty Property Trust in Q3 2017 and held it in 9 quarters.
Level Four Advisory Services's Liberty Property Trust position peaked at $806K in Q2 2019.
415 funds tracked by Wall St. Rank held Liberty Property Trust as of Q4 2019.

Based on Level Four Advisory Services's 13F filing for Q4 2019, filed 13 Feb 2020.