SMA
LPT

Simply Money Advisors’s Liberty Property Trust LPT Stock Holding History

Simply Money 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
2013
Q3 		– Sell
-64
Closed -$2K – 395
2013
Q2 		$2K Buy
+64
New +$2.62K ﹤0.01% 399

Other funds holding LPT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SAMC
Shinko Asset Management Company Tokyo, Japan $14.7B AUM 18.14% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Simply Money Advisors's LPT Position: Q3 2013 in Review

Simply Money Advisors sold out of Liberty Property Trust (LPT) in Q3 2013, closing a stake of 64 shares — an estimated $2K sold.

Simply Money Advisors first reported a position in LPT in Q2 2013 and held it in 1 quarter. The position peaked at $2K in Q2 2013. 294 funds tracked by Wall St. Rank hold LPT as of Q3 2013.

  • Simply Money Advisors reported no remaining Liberty Property Trust position as of Q3 2013 after selling out during the quarter.
  • Simply Money Advisors sold 64 Liberty Property Trust shares in Q3 2013, an estimated $2K.
  • Simply Money Advisors first reported a position in Liberty Property Trust in Q2 2013 and held it in 1 quarter.
  • Simply Money Advisors's Liberty Property Trust position peaked at $2K in Q2 2013.
  • 294 funds tracked by Wall St. Rank held Liberty Property Trust as of Q3 2013.

Based on Simply Money Advisors's 13F filing for Q3 2013, filed 15 Oct 2013.