PTC
LPT

Private Trust Company’s Liberty Property Trust LPT Stock Holding History

Private Trust Company’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
2014
Q4 		– Sell
-245
Closed -$8K – 1387
2014
Q3 		$8K Hold
245
– – ﹤0.01% 1184
2014
Q2 		$9K Buy
245
+55
+29% +$2.09K ﹤0.01% 1138
2014
Q1 		$7K Buy
190
+5
+3% +$181 ﹤0.01% 1100
2013
Q4 		$6K Hold
185
– – ﹤0.01% 1129
2013
Q3 		$7K Buy
185
+95
+106% +$3.48K ﹤0.01% 1053
2013
Q2 		$3K Buy
+90
New +$3.68K ﹤0.01% 1261

Other funds holding LPT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
SAMC
Shinko Asset Management Company Tokyo, Japan $14.7B AUM 18.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

Private Trust Company's LPT Position: Q4 2014 in Review

Private Trust Company sold out of Liberty Property Trust (LPT) in Q4 2014, closing a stake of 245 shares — an estimated $8K sold.

Private Trust Company first reported a position in LPT in Q2 2013 and held it in 6 quarters. The position peaked at $9K in Q2 2014. 287 funds tracked by Wall St. Rank hold LPT as of Q4 2014.

  • Private Trust Company reported no remaining Liberty Property Trust position as of Q4 2014 after selling out during the quarter.
  • Private Trust Company sold 245 Liberty Property Trust shares in Q4 2014, an estimated $8K.
  • Private Trust Company first reported a position in Liberty Property Trust in Q2 2013 and held it in 6 quarters.
  • Private Trust Company's Liberty Property Trust position peaked at $9K in Q2 2014.
  • 287 funds tracked by Wall St. Rank held Liberty Property Trust as of Q4 2014.

Based on Private Trust Company's 13F filing for Q4 2014, filed 28 Jan 2015.