PIA
LPT

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

Pinion 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
2020
Q1 		– Sell
-9,400
Closed -$564K – 125
2019
Q4 		$564K Sell
9,400
-950
-9% -$54.4K 1.05% 34
2019
Q3 		$531K Sell
10,350
-460
-4% -$23.7K 1.09% 28
2019
Q2 		$541K Sell
10,810
-920
-8% -$45K 1.16% 22
2019
Q1 		$568K Sell
11,730
-125
-1% -$5.82K 0.99% 35
2018
Q4 		$496K Sell
11,855
-1,180
-9% -$50.9K 1.04% 34
2018
Q3 		$551K Sell
13,035
-1,815
-12% -$78.8K 1.06% 28
2018
Q2 		$658K Sell
14,850
-200
-1% -$8.47K 1.27% 13
2018
Q1 		$598K Buy
+15,050
New +$607K 1.28% 16

Other funds holding LPT

MPPLM
Midwest Professional Planners Ltd (MPPL) Wausau, Wisconsin $510M AUM 49.02% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

Pinion Investment Advisors's LPT Position: Q1 2020 in Review

Pinion Investment Advisors sold out of Liberty Property Trust (LPT) in Q1 2020, closing a stake of 9,400 shares — an estimated $564K sold.

Pinion Investment Advisors first reported a position in LPT in Q1 2018 and held it in 8 quarters. The position peaked at $658K in Q2 2018. 2 funds tracked by Wall St. Rank hold LPT as of Q1 2020.

  • Pinion Investment Advisors reported no remaining Liberty Property Trust position as of Q1 2020 after selling out during the quarter.
  • Pinion Investment Advisors sold 9,400 Liberty Property Trust shares in Q1 2020, an estimated $564K.
  • Pinion Investment Advisors first reported a position in Liberty Property Trust in Q1 2018 and held it in 8 quarters.
  • Pinion Investment Advisors's Liberty Property Trust position peaked at $658K in Q2 2018.
  • 2 funds tracked by Wall St. Rank held Liberty Property Trust as of Q1 2020.

Based on Pinion Investment Advisors's 13F filing for Q1 2020, filed 14 May 2020.