PFGIA
LPT

Patriot Financial Group Insurance Agency’s Liberty Property Trust LPT Stock Holding History

Patriot Financial Group Insurance Agency’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
2019
Q4 		– Sell
-335
Closed -$17K – 1508
2019
Q3 		$17K Hold
335
– – 0.01% 692
2019
Q2 		$17K Buy
+335
New +$16.4K 0.01% 697

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State Street
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Goldman Sachs
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JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Patriot Financial Group Insurance Agency's LPT Position: Q4 2019 in Review

Patriot Financial Group Insurance Agency sold out of Liberty Property Trust (LPT) in Q4 2019, closing a stake of 335 shares — an estimated $17K sold.

Patriot Financial Group Insurance Agency first reported a position in LPT in Q2 2019 and held it in 2 quarters. The position peaked at $17K in Q3 2019. 415 funds tracked by Wall St. Rank hold LPT as of Q4 2019.

  • Patriot Financial Group Insurance Agency reported no remaining Liberty Property Trust position as of Q4 2019 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 335 Liberty Property Trust shares in Q4 2019, an estimated $17K.
  • Patriot Financial Group Insurance Agency first reported a position in Liberty Property Trust in Q2 2019 and held it in 2 quarters.
  • Patriot Financial Group Insurance Agency's Liberty Property Trust position peaked at $17K in Q3 2019.
  • 415 funds tracked by Wall St. Rank held Liberty Property Trust as of Q4 2019.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q4 2019, filed 22 Jan 2020.