PSG
LPT

Planning Solutions Group’s Liberty Property Trust LPT Stock Holding History

Planning Solutions Group’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
Q2 		$272K Sell
5,443
-200
-4% -$9.79K 0.14% 110
2019
Q1 		$273K Buy
5,643
+30
+0.5% +$1.4K 0.15% 105
2018
Q4 		$235K Buy
+5,613
New +$242K 0.14% 107

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 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
ZP
Zimmer Partners New York $4.15B AUM 14.2% 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

Planning Solutions Group's LPT Position: Q2 2019 in Review

Planning Solutions Group reduced its Liberty Property Trust (LPT) stake by 3.5% in Q2 2019, selling an estimated $9.79K and leaving 5,443 shares worth $272K. The position accounts for 0.14% of the portfolio, ranked #110.

Planning Solutions Group first reported a position in LPT in Q4 2018 and has held it in 3 quarters since. The position peaked at $273K in Q1 2019. 390 funds tracked by Wall St. Rank hold LPT as of Q2 2019.

  • Planning Solutions Group held 5,443 shares of Liberty Property Trust worth $272K as of Q2 2019.
  • Planning Solutions Group sold 200 Liberty Property Trust shares in Q2 2019, an estimated $9.79K.
  • Liberty Property Trust made up 0.14% of Planning Solutions Group's portfolio in Q2 2019, its #110 holding.
  • Planning Solutions Group first reported a position in Liberty Property Trust in Q4 2018 and has held it in 3 quarters since.
  • Planning Solutions Group's Liberty Property Trust position peaked at $273K in Q1 2019.
  • 390 funds tracked by Wall St. Rank held Liberty Property Trust as of Q2 2019.

Based on Planning Solutions Group's 13F filing for Q2 2019, filed 15 Aug 2019.