RWA
LPT

River Wealth Advisors’s Liberty Property Trust LPT Stock Holding History

River Wealth 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
2019
Q1 		– Sell
-31
Closed -$1K – 551
2018
Q4 		$1K Hold
31
– – ﹤0.01% 534
2018
Q3 		$1K Buy
+31
New +$1.35K ﹤0.01% 570

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

River Wealth Advisors's LPT Position: Q1 2019 in Review

River Wealth Advisors sold out of Liberty Property Trust (LPT) in Q1 2019, closing a stake of 31 shares — an estimated $1K sold.

River Wealth Advisors first reported a position in LPT in Q3 2018 and held it in 2 quarters. The position peaked at $1K in Q4 2018. 400 funds tracked by Wall St. Rank hold LPT as of Q1 2019.

  • River Wealth Advisors reported no remaining Liberty Property Trust position as of Q1 2019 after selling out during the quarter.
  • River Wealth Advisors sold 31 Liberty Property Trust shares in Q1 2019, an estimated $1K.
  • River Wealth Advisors first reported a position in Liberty Property Trust in Q3 2018 and held it in 2 quarters.
  • River Wealth Advisors's Liberty Property Trust position peaked at $1K in Q4 2018.
  • 400 funds tracked by Wall St. Rank held Liberty Property Trust as of Q1 2019.

Based on River Wealth Advisors's 13F filing for Q1 2019, filed 7 May 2019.