Optimum Investment Advisors’s Liberty Property Trust LPT Stock Holding History

Optimum Investment 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
2018 Q4	–	Sell	-2,600	Closed	-$110K	–	1065
2018 Q3	$110K	Hold	2,600	–	–	0.03%	385
2018 Q2	$115K	Sell	2,600 -1,600	-38%	-$67.8K	0.03%	384
2018 Q1	$167K	Buy	+4,200	New	+$169K	0.05%	316
2015 Q1	$164K	Hold	4,600	–	–	0.05%	316
2014 Q4	$173K	Buy	4,600 +1,100	+31%	+$38.7K	0.06%	291
2014 Q3	$116K	Hold	3,500	–	–	0.04%	331
2014 Q2	$133K	Hold	3,500	–	–	0.04%	315
2014 Q1	$129K	Buy	3,500 +2,700	+338%	+$97.8K	0.05%	272
2013 Q4	$27K	Hold	800	–	–	0.01%	470
2013 Q3	$28K	Buy	+800	New	+$29.3K	0.01%	449

Other funds holding LPT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

Optimum Investment Advisors's LPT Position: Q4 2018 in Review

Optimum Investment Advisors sold out of Liberty Property Trust (LPT) in Q4 2018, closing a stake of 2,600 shares — an estimated $110K sold.

Optimum Investment Advisors first reported a position in LPT in Q3 2013 and held it in 10 quarters. The position peaked at $173K in Q4 2014. 394 funds tracked by Wall St. Rank hold LPT as of Q4 2018.

Optimum Investment Advisors reported no remaining Liberty Property Trust position as of Q4 2018 after selling out during the quarter.
Optimum Investment Advisors sold 2,600 Liberty Property Trust shares in Q4 2018, an estimated $110K.
Optimum Investment Advisors first reported a position in Liberty Property Trust in Q3 2013 and held it in 10 quarters.
Optimum Investment Advisors's Liberty Property Trust position peaked at $173K in Q4 2014.
394 funds tracked by Wall St. Rank held Liberty Property Trust as of Q4 2018.

Based on Optimum Investment Advisors's 13F filing for Q4 2018, filed 4 Feb 2019.