SSWG
LPT

Seven Springs Wealth Group’s Liberty Property Trust LPT Stock Holding History

Seven Springs Wealth Group’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
-1,507
Closed -$90K – 213
2019
Q4 		$90K Buy
+1,507
New +$86.3K 0.06% 75

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

Seven Springs Wealth Group's LPT Position: Q1 2020 in Review

Seven Springs Wealth Group sold out of Liberty Property Trust (LPT) in Q1 2020, closing a stake of 1,507 shares — an estimated $90K sold.

Seven Springs Wealth Group first reported a position in LPT in Q4 2019 and held it in 1 quarter. The position peaked at $90K in Q4 2019. 2 funds tracked by Wall St. Rank hold LPT as of Q1 2020.

  • Seven Springs Wealth Group reported no remaining Liberty Property Trust position as of Q1 2020 after selling out during the quarter.
  • Seven Springs Wealth Group sold 1,507 Liberty Property Trust shares in Q1 2020, an estimated $90K.
  • Seven Springs Wealth Group first reported a position in Liberty Property Trust in Q4 2019 and held it in 1 quarter.
  • Seven Springs Wealth Group's Liberty Property Trust position peaked at $90K in Q4 2019.
  • 2 funds tracked by Wall St. Rank held Liberty Property Trust as of Q1 2020.

Based on Seven Springs Wealth Group's 13F filing for Q1 2020, filed 20 Apr 2020.