PCP
LPT

Proficio Capital Partners’s Liberty Property Trust LPT Stock Holding History

Proficio Capital 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
2019
Q3 		– Sell
-862
Closed -$43K – 1903
2019
Q2 		$43K Sell
862
-156
-15% -$7.64K 0.01% 437
2019
Q1 		$49K Hold
1,018
– – 0.02% 355
2018
Q4 		$43K Buy
1,018
+16
+2% +$690 0.02% 334
2018
Q3 		$42K Sell
1,002
-96
-9% -$4.17K 0.01% 396
2018
Q2 		$49K Hold
1,098
– – 0.02% 366
2018
Q1 		$44K Buy
1,098
+279
+34% +$11.3K 0.01% 377
2017
Q4 		$35K Sell
819
-47
-5% -$2.04K 0.01% 436
2017
Q3 		$36K Hold
866
– – 0.01% 451
2017
Q2 		$37K Sell
866
-11
-1% -$452 0.02% 453
2017
Q1 		$37K Buy
877
+480
+121% +$18.8K 0.02% 458
2016
Q4 		$16K Buy
397
+67
+20% +$2.62K 0.01% 515
2016
Q3 		$13K Hold
330
– – 0.01% 532
2016
Q2 		$13K Buy
330
+312
+1,733% +$11.4K 0.01% 518
2016
Q1 		$1K Sell
18
-56
-76% -$1.68K ﹤0.01% 999
2015
Q4 		$2K Buy
+74
New +$2.45K ﹤0.01% 718

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

Proficio Capital Partners's LPT Position: Q3 2019 in Review

Proficio Capital Partners sold out of Liberty Property Trust (LPT) in Q3 2019, closing a stake of 862 shares — an estimated $43K sold.

Proficio Capital Partners first reported a position in LPT in Q4 2015 and held it in 15 quarters. The position peaked at $49K in Q1 2019. 418 funds tracked by Wall St. Rank hold LPT as of Q3 2019.

  • Proficio Capital Partners reported no remaining Liberty Property Trust position as of Q3 2019 after selling out during the quarter.
  • Proficio Capital Partners sold 862 Liberty Property Trust shares in Q3 2019, an estimated $43K.
  • Proficio Capital Partners first reported a position in Liberty Property Trust in Q4 2015 and held it in 15 quarters.
  • Proficio Capital Partners's Liberty Property Trust position peaked at $49K in Q1 2019.
  • 418 funds tracked by Wall St. Rank held Liberty Property Trust as of Q3 2019.

Based on Proficio Capital Partners's 13F filing for Q3 2019, filed 13 Nov 2019.