RIA
LPT

Realta Investment Advisors’s Liberty Property Trust LPT Stock Holding History

Realta Investment 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
2020
Q1 		– Sell
-25
Closed -$2K – 1604
2019
Q4 		$2K Hold
25
– – ﹤0.01% 1516
2019
Q3 		$1K Sell
25
-37
-60% -$1.91K ﹤0.01% 1594
2019
Q2 		$3K Buy
62
+37
+148% +$1.81K ﹤0.01% 1537
2019
Q1 		$1K Buy
+25
New +$1.16K ﹤0.01% 1318

Other funds holding LPT

MPPLM
Midwest Professional Planners Ltd (MPPL) Wausau, Wisconsin $510M AUM 49.02% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

Realta Investment Advisors's LPT Position: Q1 2020 in Review

Realta Investment Advisors sold out of Liberty Property Trust (LPT) in Q1 2020, closing a stake of 25 shares — an estimated $2K sold.

Realta Investment Advisors first reported a position in LPT in Q1 2019 and held it in 4 quarters. The position peaked at $3K in Q2 2019. 2 funds tracked by Wall St. Rank hold LPT as of Q1 2020.

  • Realta Investment Advisors reported no remaining Liberty Property Trust position as of Q1 2020 after selling out during the quarter.
  • Realta Investment Advisors sold 25 Liberty Property Trust shares in Q1 2020, an estimated $2K.
  • Realta Investment Advisors first reported a position in Liberty Property Trust in Q1 2019 and held it in 4 quarters.
  • Realta Investment Advisors's Liberty Property Trust position peaked at $3K in Q2 2019.
  • 2 funds tracked by Wall St. Rank held Liberty Property Trust as of Q1 2020.

Based on Realta Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.