PWM
LPT

Paulson Wealth Management’s Liberty Property Trust LPT Stock Holding History

Paulson 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
2018
Q1 		– Sell
-463
Closed -$20K – 586
2017
Q4 		$20K Buy
+463
New +$20.1K 0.02% 292

Other funds holding LPT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Paulson Wealth Management's LPT Position: Q1 2018 in Review

Paulson Wealth Management sold out of Liberty Property Trust (LPT) in Q1 2018, closing a stake of 463 shares — an estimated $20K sold.

Paulson Wealth Management first reported a position in LPT in Q4 2017 and held it in 1 quarter. The position peaked at $20K in Q4 2017. 358 funds tracked by Wall St. Rank hold LPT as of Q1 2018.

  • Paulson Wealth Management reported no remaining Liberty Property Trust position as of Q1 2018 after selling out during the quarter.
  • Paulson Wealth Management sold 463 Liberty Property Trust shares in Q1 2018, an estimated $20K.
  • Paulson Wealth Management first reported a position in Liberty Property Trust in Q4 2017 and held it in 1 quarter.
  • Paulson Wealth Management's Liberty Property Trust position peaked at $20K in Q4 2017.
  • 358 funds tracked by Wall St. Rank held Liberty Property Trust as of Q1 2018.

Based on Paulson Wealth Management's 13F filing for Q1 2018, filed 2 May 2018.