Northwestern Mutual Wealth Management
LPT

Northwestern Mutual Wealth Management’s Liberty Property Trust LPT Stock Holding History

Northwestern Mutual Wealth Management’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
-999
Closed -$60K – 2867
2019
Q4 		$60K Hold
999
– – ﹤0.01% 1399
2019
Q3 		$51K Buy
999
+82
+9% +$4.23K ﹤0.01% 1418
2019
Q2 		$46K Hold
917
– – ﹤0.01% 1420
2019
Q1 		$44K Hold
917
– – ﹤0.01% 1410
2018
Q4 		$38K Hold
917
– – ﹤0.01% 1357
2018
Q3 		$39K Sell
917
-330
-26% -$14.3K ﹤0.01% 1418
2018
Q2 		$55K Buy
1,247
+47
+4% +$1.99K ﹤0.01% 1210
2018
Q1 		$48K Sell
1,200
-480
-29% -$19.4K ﹤0.01% 1221
2017
Q4 		$72K Buy
1,680
+1,350
+409% +$58.6K ﹤0.01% 1033
2017
Q3 		$14K Hold
330
– – ﹤0.01% 1569
2017
Q2 		$13K Buy
330
+15
+5% +$616 ﹤0.01% 1529
2017
Q1 		$12K Sell
315
-435
-58% -$17K ﹤0.01% 1501
2016
Q4 		$30K Buy
+750
New +$29.4K ﹤0.01% 1208
2016
Q3 		– Sell
-742
Closed -$29K – 1775
2016
Q2 		$29K Sell
742
-67
-8% -$2.44K ﹤0.01% 1053
2016
Q1 		$27K Buy
809
+739
+1,056% +$22.2K ﹤0.01% 1089
2015
Q4 		$2K Sell
70
-510
-88% -$16.9K ﹤0.01% 1466
2015
Q3 		$18K Buy
+580
New +$18.8K ﹤0.01% 956
2015
Q1 		– Sell
-55
Closed -$2K – 1903
2014
Q4 		$2K Buy
+55
New +$1.94K ﹤0.01% 1572
2014
Q3 		– Sell
-3,519
Closed -$133K – 1495
2014
Q2 		$133K Buy
+3,519
New +$133K 0.01% 452
2014
Q1 		– Sell
-530
Closed -$18K – 1515
2013
Q4 		$18K Buy
+530
New +$18.5K ﹤0.01% 808

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 $20.4B AUM

Northwestern Mutual Wealth Management's LPT Position: Q1 2020 in Review

Northwestern Mutual Wealth Management sold out of Liberty Property Trust (LPT) in Q1 2020, closing a stake of 999 shares — an estimated $60K sold.

Northwestern Mutual Wealth Management first reported a position in LPT in Q4 2013 and held it in 20 quarters. The position peaked at $133K in Q2 2014. 2 funds tracked by Wall St. Rank hold LPT as of Q1 2020.

  • Northwestern Mutual Wealth Management reported no remaining Liberty Property Trust position as of Q1 2020 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 999 Liberty Property Trust shares in Q1 2020, an estimated $60K.
  • Northwestern Mutual Wealth Management first reported a position in Liberty Property Trust in Q4 2013 and held it in 20 quarters.
  • Northwestern Mutual Wealth Management's Liberty Property Trust position peaked at $133K in Q2 2014.
  • 2 funds tracked by Wall St. Rank held Liberty Property Trust as of Q1 2020.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2020, filed 8 May 2020.