SCM
LPT

Shelton Capital Management’s Liberty Property Trust LPT Stock Holding History

Shelton Capital 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
-11,218
Closed -$674K – 867
2019
Q4 		$674K Sell
11,218
-16,900
-60% -$968K 0.04% 286
2019
Q3 		$1.44M Hold
28,118
– – 0.09% 191
2019
Q2 		$1.41M Buy
28,118
+26,738
+1,938% +$1.31M 0.08% 204
2019
Q1 		$28.5K Sell
1,380
-27,122
-95% -$1.26M 0.11% 178
2018
Q4 		$1.19M Hold
28,502
– – 0.08% 197
2018
Q3 		$1.2M Hold
28,502
– – 0.07% 226
2018
Q2 		$1.26M Sell
28,502
-320
-1% -$13.6K 0.08% 210
2018
Q1 		$1.15M Sell
28,822
-626
-2% -$25.3K 0.08% 215
2017
Q4 		$1.27M Buy
29,448
+3,400
+13% +$148K 0.08% 201
2017
Q3 		$1.07M Sell
26,048
-1,700
-6% -$71K 0.07% 223
2017
Q2 		$1.13M Hold
27,748
– – 0.08% 213
2017
Q1 		$1.07M Buy
27,748
+2,766
+11% +$108K 0.07% 218
2016
Q4 		$987K Sell
24,982
-6,249
-20% -$245K 0.08% 238
2016
Q3 		$1.26M Hold
31,231
– – 0.11% 180
2016
Q2 		$1.24M Hold
31,231
– – 0.11% 171
2016
Q1 		$1.04M Hold
31,231
– – 0.09% 194
2015
Q4 		$970K Buy
31,231
+2,500
+9% +$82.9K 0.09% 197
2015
Q3 		$905K Hold
28,731
– – 0.1% 195
2015
Q2 		$926K Buy
28,731
+5,500
+24% +$192K 0.1% 196
2015
Q1 		$829K Buy
23,231
+7,963
+52% +$303K 0.09% 228
2014
Q4 		$575K Sell
15,268
-939
-6% -$33K 0.07% 309
2014
Q3 		$539K Buy
16,207
+3,075
+23% +$110K 0.07% 309
2014
Q2 		$498K Hold
13,132
– – 0.07% 348
2014
Q1 		$485K Hold
13,132
– – 0.07% 335
2013
Q4 		$445K Hold
13,132
– – 0.07% 357
2013
Q3 		$467K Hold
13,132
– – 0.08% 314
2013
Q2 		$485K Buy
+13,132
New +$537K 0.09% 266

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

Shelton Capital Management's LPT Position: Q1 2020 in Review

Shelton Capital Management sold out of Liberty Property Trust (LPT) in Q1 2020, closing a stake of 11,218 shares — an estimated $674K sold.

Shelton Capital Management first reported a position in LPT in Q2 2013 and held it in 27 quarters. The position peaked at $1.44M in Q3 2019. 2 funds tracked by Wall St. Rank hold LPT as of Q1 2020.

  • Shelton Capital Management reported no remaining Liberty Property Trust position as of Q1 2020 after selling out during the quarter.
  • Shelton Capital Management sold 11,218 Liberty Property Trust shares in Q1 2020, an estimated $674K.
  • Shelton Capital Management first reported a position in Liberty Property Trust in Q2 2013 and held it in 27 quarters.
  • Shelton Capital Management's Liberty Property Trust position peaked at $1.44M in Q3 2019.
  • 2 funds tracked by Wall St. Rank held Liberty Property Trust as of Q1 2020.

Based on Shelton Capital Management's 13F filing for Q1 2020, filed 13 May 2020.