PWP
LPT

Personal Wealth Partners’s Liberty Property Trust LPT Stock Holding History

Personal Wealth Partners’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
-8
Closed – – 689
2019
Q4 		$0 Hold
8
– – ﹤0.01% 728
2019
Q3 		$0 Buy
+8
New +$412 ﹤0.01% 735

Other funds holding LPT

MPPLM
Midwest Professional Planners Ltd (MPPL) Wausau, Wisconsin $425M AUM 28.89% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

Personal Wealth Partners's LPT Position: Q1 2020 in Review

Personal Wealth Partners sold out of Liberty Property Trust (LPT) in Q1 2020, closing a stake of 8 shares.

Personal Wealth Partners first reported a position in LPT in Q3 2019 and held it in 2 quarters. The position peaked at $0 in Q4 2019. 2 funds tracked by Wall St. Rank hold LPT as of Q1 2020.

  • Personal Wealth Partners reported no remaining Liberty Property Trust position as of Q1 2020 after selling out during the quarter.
  • Personal Wealth Partners sold 8 Liberty Property Trust shares in Q1 2020.
  • Personal Wealth Partners first reported a position in Liberty Property Trust in Q3 2019 and held it in 2 quarters.
  • Personal Wealth Partners's Liberty Property Trust position peaked at $0 in Q4 2019.
  • 2 funds tracked by Wall St. Rank held Liberty Property Trust as of Q1 2020.

Based on Personal Wealth Partners's 13F filing for Q1 2020, filed 7 May 2020.