SCM
LPT

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

Shoals 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
2019
Q4 		– Sell
-135,000
Closed -$6.93M – 20
2019
Q3 		$6.93M Buy
+135,000
New +$6.96M 9.53% 5

Other funds holding LPT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Shoals Capital Management's LPT Position: Q4 2019 in Review

Shoals Capital Management sold out of Liberty Property Trust (LPT) in Q4 2019, closing a stake of 135,000 shares — an estimated $6.93M sold.

Shoals Capital Management first reported a position in LPT in Q3 2019 and held it in 1 quarter. The position peaked at $6.93M in Q3 2019. 415 funds tracked by Wall St. Rank hold LPT as of Q4 2019.

  • Shoals Capital Management reported no remaining Liberty Property Trust position as of Q4 2019 after selling out during the quarter.
  • Shoals Capital Management sold 135,000 Liberty Property Trust shares in Q4 2019, an estimated $6.93M.
  • Shoals Capital Management first reported a position in Liberty Property Trust in Q3 2019 and held it in 1 quarter.
  • Shoals Capital Management's Liberty Property Trust position peaked at $6.93M in Q3 2019.
  • 415 funds tracked by Wall St. Rank held Liberty Property Trust as of Q4 2019.

Based on Shoals Capital Management's 13F filing for Q4 2019, filed 12 Feb 2020.