NFG
LPT

Next Financial Group’s Liberty Property Trust LPT Stock Holding History

Next Financial Group’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
-2,350
Closed -$142K – 2528
2019
Q4 		$142K Buy
2,350
+871
+59% +$49.9K 0.01% 825
2019
Q3 		$76K Buy
1,479
+27
+2% +$1.39K 0.01% 1002
2019
Q2 		$73K Buy
1,452
+87
+6% +$4.26K 0.01% 1039
2019
Q1 		$67K Buy
1,365
+895
+190% +$41.7K 0.02% 653
2018
Q4 		$20K Hold
470
– – ﹤0.01% 1102
2018
Q3 		$20K Buy
+470
New +$20.4K 0.01% 798
2017
Q4 		– Sell
-470
Closed -$20K – 1622
2017
Q3 		$20K Buy
470
+315
+203% +$13.2K 0.01% 982
2017
Q2 		$6K Hold
155
– – ﹤0.01% 1517
2017
Q1 		$6K Sell
155
-315
-67% -$12.3K ﹤0.01% 1487
2016
Q4 		$19K Sell
470
-25
-5% -$979 ﹤0.01% 1403
2016
Q3 		$20K Buy
495
+315
+175% +$12.7K ﹤0.01% 1374
2016
Q2 		$7K Hold
180
– – ﹤0.01% 1343
2016
Q1 		$6K Hold
180
– – ﹤0.01% 1345
2015
Q4 		$5K Buy
+180
New +$5.97K ﹤0.01% 1409

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

Next Financial Group's LPT Position: Q1 2020 in Review

Next Financial Group sold out of Liberty Property Trust (LPT) in Q1 2020, closing a stake of 2,350 shares — an estimated $142K sold.

Next Financial Group first reported a position in LPT in Q4 2015 and held it in 14 quarters. The position peaked at $142K in Q4 2019. 2 funds tracked by Wall St. Rank hold LPT as of Q1 2020.

  • Next Financial Group reported no remaining Liberty Property Trust position as of Q1 2020 after selling out during the quarter.
  • Next Financial Group sold 2,350 Liberty Property Trust shares in Q1 2020, an estimated $142K.
  • Next Financial Group first reported a position in Liberty Property Trust in Q4 2015 and held it in 14 quarters.
  • Next Financial Group's Liberty Property Trust position peaked at $142K in Q4 2019.
  • 2 funds tracked by Wall St. Rank held Liberty Property Trust as of Q1 2020.

Based on Next Financial Group's 13F filing for Q1 2020, filed 27 Apr 2020.