LPL Financial
LPT

LPL Financial’s Liberty Property Trust LPT Stock Holding History

LPL Financial’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
-11,233
Closed -$675K – 3512
2019
Q4 		$675K Sell
11,233
-983
-8% -$56.3K ﹤0.01% 2125
2019
Q3 		$627K Sell
12,216
-1,660
-12% -$85.6K ﹤0.01% 2100
2019
Q2 		$694K Buy
13,876
+1,148
+9% +$56.2K ﹤0.01% 2000
2019
Q1 		$616K Buy
12,728
+269
+2% +$12.5K ﹤0.01% 2036
2018
Q4 		$522K Buy
12,459
+907
+8% +$39.1K ﹤0.01% 2006
2018
Q3 		$488K Sell
11,552
-1,242
-10% -$54K ﹤0.01% 2255
2018
Q2 		$567K Buy
12,794
+257
+2% +$10.9K ﹤0.01% 2093
2018
Q1 		$498K Sell
12,537
-976
-7% -$39.4K ﹤0.01% 2149
2017
Q4 		$581K Buy
13,513
+509
+4% +$22.1K ﹤0.01% 1929
2017
Q3 		$534K Buy
13,004
+105
+0.8% +$4.39K ﹤0.01% 1897
2017
Q2 		$525K Sell
12,899
-137
-1% -$5.63K ﹤0.01% 1841
2017
Q1 		$505K Sell
13,036
-4,186
-24% -$164K ﹤0.01% 1792
2016
Q4 		$679K Buy
17,222
+3,958
+30% +$155K 0.01% 1474
2016
Q3 		$519K Buy
+13,264
New +$536K ﹤0.01% 1682
2016
Q2 		– Sell
-23,348
Closed -$781K – 3105
2016
Q1 		$781K Sell
23,348
-1,939
-8% -$58.2K ﹤0.01% 1851
2015
Q4 		$812K Buy
25,287
+8,518
+51% +$282K ﹤0.01% 1840
2015
Q3 		$545K Buy
16,769
+3,221
+24% +$105K ﹤0.01% 1719
2015
Q2 		$444K Buy
13,548
+4,085
+43% +$143K ﹤0.01% 1994
2015
Q1 		$339K Buy
+9,463
New +$360K ﹤0.01% 2139
2014
Q3 		– Sell
-5,645
Closed -$214K – 2813
2014
Q2 		$214K Sell
5,645
-255
-4% -$9.67K ﹤0.01% 2443
2014
Q1 		$218K Buy
+5,900
New +$214K ﹤0.01% 2374
2013
Q4 		– Sell
-7,255
Closed -$264K – 2718
2013
Q3 		$264K Buy
+7,255
New +$266K ﹤0.01% 2111

Other funds holding LPT

MPPLM
Midwest Professional Planners Ltd (MPPL) Wausau, Wisconsin $425M AUM 28.89% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

LPL Financial's LPT Position: Q1 2020 in Review

LPL Financial sold out of Liberty Property Trust (LPT) in Q1 2020, closing a stake of 11,233 shares — an estimated $675K sold.

LPL Financial first reported a position in LPT in Q3 2013 and held it in 22 quarters. The position peaked at $812K in Q4 2015. 2 funds tracked by Wall St. Rank hold LPT as of Q1 2020.

  • LPL Financial reported no remaining Liberty Property Trust position as of Q1 2020 after selling out during the quarter.
  • LPL Financial sold 11,233 Liberty Property Trust shares in Q1 2020, an estimated $675K.
  • LPL Financial first reported a position in Liberty Property Trust in Q3 2013 and held it in 22 quarters.
  • LPL Financial's Liberty Property Trust position peaked at $812K in Q4 2015.
  • 2 funds tracked by Wall St. Rank held Liberty Property Trust as of Q1 2020.

Based on LPL Financial's 13F filing for Q1 2020, filed 14 May 2020.