PSI
LPT

Pinnacle Summer Investments’s Liberty Property Trust LPT Stock Holding History

Pinnacle Summer Investments’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
2015
Q4 		$6K Hold
200
– – ﹤0.01% 616
2015
Q3 		$6K Hold
200
– – ﹤0.01% 819
2015
Q2 		$6K Hold
200
– – ﹤0.01% 599
2015
Q1 		$7K Hold
200
– – ﹤0.01% 834
2014
Q4 		$8K Hold
200
– – ﹤0.01% 841
2014
Q3 		$7K Buy
+200
New +$7.17K ﹤0.01% 870

Other funds holding LPT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
SAMC
Shinko Asset Management Company Tokyo, Japan $14.7B AUM 18.14% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Pinnacle Summer Investments's LPT Position: Q4 2015 in Review

Pinnacle Summer Investments held its Liberty Property Trust (LPT) position steady in Q4 2015 at 200 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #616.

Pinnacle Summer Investments first reported a position in LPT in Q3 2014 and has held it in 6 quarters since. The position peaked at $8K in Q4 2014. 328 funds tracked by Wall St. Rank hold LPT as of Q4 2015.

  • Pinnacle Summer Investments held 200 shares of Liberty Property Trust worth $6K as of Q4 2015.
  • Pinnacle Summer Investments left its Liberty Property Trust share count unchanged in Q4 2015.
  • Liberty Property Trust made up ﹤0.01% of Pinnacle Summer Investments's portfolio in Q4 2015, its #616 holding.
  • Pinnacle Summer Investments first reported a position in Liberty Property Trust in Q3 2014 and has held it in 6 quarters since.
  • Pinnacle Summer Investments's Liberty Property Trust position peaked at $8K in Q4 2014.
  • 328 funds tracked by Wall St. Rank held Liberty Property Trust as of Q4 2015.

Based on Pinnacle Summer Investments's 13F filing for Q4 2015, filed 16 Feb 2016.