MCWS
LPT

McKinley Carter Wealth Services’s Liberty Property Trust LPT Stock Holding History

McKinley Carter Wealth 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
2020
Q1 		– Sell
-4,125
Closed -$248K – 190
2019
Q4 		$248K Sell
4,125
-5
-0.1% -$286 0.06% 146
2019
Q3 		$212K Hold
4,130
– – 0.05% 155
2019
Q2 		$207K Hold
4,130
– – 0.06% 151
2019
Q1 		$200K Buy
+4,130
New +$192K 0.06% 148
2018
Q2 		– Sell
-3,586
Closed -$142K – 421
2018
Q1 		$142K Buy
+3,586
New +$145K 0.05% 187

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

McKinley Carter Wealth Services's LPT Position: Q1 2020 in Review

McKinley Carter Wealth Services sold out of Liberty Property Trust (LPT) in Q1 2020, closing a stake of 4,125 shares — an estimated $248K sold.

McKinley Carter Wealth Services first reported a position in LPT in Q1 2018 and held it in 5 quarters. The position peaked at $248K in Q4 2019. 2 funds tracked by Wall St. Rank hold LPT as of Q1 2020.

  • McKinley Carter Wealth Services reported no remaining Liberty Property Trust position as of Q1 2020 after selling out during the quarter.
  • McKinley Carter Wealth Services sold 4,125 Liberty Property Trust shares in Q1 2020, an estimated $248K.
  • McKinley Carter Wealth Services first reported a position in Liberty Property Trust in Q1 2018 and held it in 5 quarters.
  • McKinley Carter Wealth Services's Liberty Property Trust position peaked at $248K in Q4 2019.
  • 2 funds tracked by Wall St. Rank held Liberty Property Trust as of Q1 2020.

Based on McKinley Carter Wealth Services's 13F filing for Q1 2020, filed 1 May 2020.