RWM
LPT

RBA Wealth Management’s Liberty Property Trust LPT Stock Holding History

RBA Wealth Management’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
2020
Q1 		– Sell
-44,620
Closed -$2.67M – 112
2019
Q4 		$2.67M Buy
44,620
+543
+1% +$31.1K 1.82% 24
2019
Q3 		$2.26M Buy
44,077
+924
+2% +$47.6K 1.73% 28
2019
Q2 		$2.16M Buy
+43,153
New +$2.11M 1.67% 33

Other funds holding LPT

MPPLM
Midwest Professional Planners Ltd (MPPL) Wausau, Wisconsin $425M AUM 28.89% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

RBA Wealth Management's LPT Position: Q1 2020 in Review

RBA Wealth Management sold out of Liberty Property Trust (LPT) in Q1 2020, closing a stake of 44,620 shares — an estimated $2.67M sold.

RBA Wealth Management first reported a position in LPT in Q2 2019 and held it in 3 quarters. The position peaked at $2.67M in Q4 2019. 2 funds tracked by Wall St. Rank hold LPT as of Q1 2020.

  • RBA Wealth Management reported no remaining Liberty Property Trust position as of Q1 2020 after selling out during the quarter.
  • RBA Wealth Management sold 44,620 Liberty Property Trust shares in Q1 2020, an estimated $2.67M.
  • RBA Wealth Management first reported a position in Liberty Property Trust in Q2 2019 and held it in 3 quarters.
  • RBA Wealth Management's Liberty Property Trust position peaked at $2.67M in Q4 2019.
  • 2 funds tracked by Wall St. Rank held Liberty Property Trust as of Q1 2020.

Based on RBA Wealth Management's 13F filing for Q1 2020, filed 15 May 2020.