SBIA
LPT

Sheaff Brock Investment Advisors’s Liberty Property Trust LPT Stock Holding History

Sheaff Brock 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
-12,656
Closed -$760K – 508
2019
Q4 		$760K Buy
12,656
+2,116
+20% +$121K 0.07% 187
2019
Q3 		$541K Buy
10,540
+1,545
+17% +$79.6K 0.06% 235
2019
Q2 		$450K Buy
8,995
+464
+5% +$22.7K 0.05% 257
2019
Q1 		$413K Buy
8,531
+191
+2% +$8.89K 0.05% 282
2018
Q4 		$349K Buy
+8,340
New +$360K 0.05% 287

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

Sheaff Brock Investment Advisors's LPT Position: Q1 2020 in Review

Sheaff Brock Investment Advisors sold out of Liberty Property Trust (LPT) in Q1 2020, closing a stake of 12,656 shares — an estimated $760K sold.

Sheaff Brock Investment Advisors first reported a position in LPT in Q4 2018 and held it in 5 quarters. The position peaked at $760K in Q4 2019. 2 funds tracked by Wall St. Rank hold LPT as of Q1 2020.

  • Sheaff Brock Investment Advisors reported no remaining Liberty Property Trust position as of Q1 2020 after selling out during the quarter.
  • Sheaff Brock Investment Advisors sold 12,656 Liberty Property Trust shares in Q1 2020, an estimated $760K.
  • Sheaff Brock Investment Advisors first reported a position in Liberty Property Trust in Q4 2018 and held it in 5 quarters.
  • Sheaff Brock Investment Advisors's Liberty Property Trust position peaked at $760K in Q4 2019.
  • 2 funds tracked by Wall St. Rank held Liberty Property Trust as of Q1 2020.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2020, filed 30 Apr 2020.