RA
LPT

Rational Advisors’s Liberty Property Trust LPT Stock Holding History

Rational 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
2017
Q1 		– Sell
-6,750
Closed -$267K – 310
2016
Q4 		$267K Buy
6,750
+4,250
+170% +$166K 0.25% 105
2016
Q3 		$101K Buy
+2,500
New +$101K 0.07% 239
2013
Q4 		$1.48M Sell
43,689
-290
-0.7% -$10.1K 0.13% 242
2013
Q3 		$1.57M Sell
43,979
-79
-0.2% -$2.9K 0.12% 267
2013
Q2 		$1.63M Buy
+44,058
New +$1.8M 0.14% 252

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return

Rational Advisors's LPT Position: Q1 2017 in Review

Rational Advisors sold out of Liberty Property Trust (LPT) in Q1 2017, closing a stake of 6,750 shares — an estimated $267K sold.

Rational Advisors first reported a position in LPT in Q2 2013 and held it in 5 quarters. The position peaked at $1.63M in Q2 2013. 328 funds tracked by Wall St. Rank hold LPT as of Q1 2017.

  • Rational Advisors reported no remaining Liberty Property Trust position as of Q1 2017 after selling out during the quarter.
  • Rational Advisors sold 6,750 Liberty Property Trust shares in Q1 2017, an estimated $267K.
  • Rational Advisors first reported a position in Liberty Property Trust in Q2 2013 and held it in 5 quarters.
  • Rational Advisors's Liberty Property Trust position peaked at $1.63M in Q2 2013.
  • 328 funds tracked by Wall St. Rank held Liberty Property Trust as of Q1 2017.

Based on Rational Advisors's 13F filing for Q1 2017, filed 9 May 2017.