LWCFA
LPT

Loring Wolcott & Coolidge Fiduciary Advisors’s Liberty Property Trust LPT Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
2020
Q1 		– Sell
-400
Closed -$24K – 729
2019
Q4 		$24K Hold
400
– – ﹤0.01% 520
2019
Q3 		$21K Buy
+400
New +$20.6K ﹤0.01% 517

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 $22.7B AUM

Loring Wolcott & Coolidge Fiduciary Advisors's LPT Position: Q1 2020 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Liberty Property Trust (LPT) in Q1 2020, closing a stake of 400 shares — an estimated $24K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in LPT in Q3 2019 and held it in 2 quarters. The position peaked at $24K in Q4 2019. 2 funds tracked by Wall St. Rank hold LPT as of Q1 2020.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Liberty Property Trust position as of Q1 2020 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 400 Liberty Property Trust shares in Q1 2020, an estimated $24K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Liberty Property Trust in Q3 2019 and held it in 2 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Liberty Property Trust position peaked at $24K in Q4 2019.
  • 2 funds tracked by Wall St. Rank held Liberty Property Trust as of Q1 2020.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q1 2020, filed 15 Apr 2020.