SFS
LPT

Sowell Financial Services’s Liberty Property Trust LPT Stock Holding History

Sowell Financial Services’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
-1,094
Closed -$66K – 2831
2019
Q4 		$66K Sell
1,094
-54
-5% -$3.09K 0.01% 1057
2019
Q3 		$59K Buy
+1,148
New +$59.2K ﹤0.01% 959
2016
Q4 		– Hold
0
– – – 555

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 $22.7B AUM

Sowell Financial Services's LPT Position: Q1 2020 in Review

Sowell Financial Services sold out of Liberty Property Trust (LPT) in Q1 2020, closing a stake of 1,094 shares — an estimated $66K sold.

Sowell Financial Services first reported a position in LPT in Q3 2019 and held it in 2 quarters. The position peaked at $66K in Q4 2019. 2 funds tracked by Wall St. Rank hold LPT as of Q1 2020.

  • Sowell Financial Services reported no remaining Liberty Property Trust position as of Q1 2020 after selling out during the quarter.
  • Sowell Financial Services sold 1,094 Liberty Property Trust shares in Q1 2020, an estimated $66K.
  • Sowell Financial Services first reported a position in Liberty Property Trust in Q3 2019 and held it in 2 quarters.
  • Sowell Financial Services's Liberty Property Trust position peaked at $66K in Q4 2019.
  • 2 funds tracked by Wall St. Rank held Liberty Property Trust as of Q1 2020.

Based on Sowell Financial Services's 13F filing for Q1 2020, filed 12 May 2020.