PAS
LPT

Partnervest Advisory Services’s Liberty Property Trust LPT Stock Holding History

Partnervest Advisory 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
2014
Q3 		– Sell
-111
Closed -$4K – 882
2014
Q2 		$4K Sell
111
-17
-13% -$645 ﹤0.01% 902
2014
Q1 		$5K Hold
128
– – ﹤0.01% 818
2013
Q4 		$4K Sell
128
-6
-4% -$210 ﹤0.01% 842
2013
Q3 		$5K Buy
134
+24
+22% +$880 ﹤0.01% 814
2013
Q2 		$4K Buy
+110
New +$4.5K ﹤0.01% 795

Other funds holding LPT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SAMC
Shinko Asset Management Company Tokyo, Japan $14.7B AUM 18.14% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Partnervest Advisory Services's LPT Position: Q3 2014 in Review

Partnervest Advisory Services sold out of Liberty Property Trust (LPT) in Q3 2014, closing a stake of 111 shares — an estimated $4K sold.

Partnervest Advisory Services first reported a position in LPT in Q2 2013 and held it in 5 quarters. The position peaked at $5K in Q1 2014. 278 funds tracked by Wall St. Rank hold LPT as of Q3 2014.

  • Partnervest Advisory Services reported no remaining Liberty Property Trust position as of Q3 2014 after selling out during the quarter.
  • Partnervest Advisory Services sold 111 Liberty Property Trust shares in Q3 2014, an estimated $4K.
  • Partnervest Advisory Services first reported a position in Liberty Property Trust in Q2 2013 and held it in 5 quarters.
  • Partnervest Advisory Services's Liberty Property Trust position peaked at $5K in Q1 2014.
  • 278 funds tracked by Wall St. Rank held Liberty Property Trust as of Q3 2014.

Based on Partnervest Advisory Services's 13F filing for Q3 2014, filed 7 Nov 2014.