Stifel Financial
LPT

Stifel Financial’s Liberty Property Trust LPT Stock Holding History

Stifel Financial’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
-51,871
Closed -$3.12M – 3202
2019
Q4 		$3.12M Sell
51,871
-13,563
-21% -$777K 0.01% 1079
2019
Q3 		$3.36M Buy
65,434
+2,418
+4% +$125K 0.01% 1014
2019
Q2 		$3.16M Buy
63,016
+5,716
+10% +$280K 0.01% 1052
2019
Q1 		$2.78M Buy
57,300
+696
+1% +$32.4K 0.01% 1075
2018
Q4 		$2.36M Buy
56,604
+1,660
+3% +$71.6K 0.01% 1078
2018
Q3 		$2.31M Buy
54,944
+3,998
+8% +$174K 0.01% 1176
2018
Q2 		$2.26M Buy
50,946
+2,830
+6% +$120K 0.01% 1139
2018
Q1 		$1.91M Buy
48,116
+1,230
+3% +$49.6K 0.01% 1186
2017
Q4 		$2.02M Buy
46,886
+2,336
+5% +$101K 0.01% 1141
2017
Q3 		$1.83M Buy
44,550
+616
+1% +$25.7K 0.01% 1169
2017
Q2 		$1.79M Buy
43,934
+893
+2% +$36.7K 0.01% 1152
2017
Q1 		$1.66M Buy
43,041
+3,195
+8% +$125K 0.01% 1164
2016
Q4 		$1.57M Sell
39,846
-500
-1% -$19.6K 0.01% 1138
2016
Q3 		$1.63M Buy
40,346
+1,100
+3% +$44.5K 0.01% 1089
2016
Q2 		$1.56M Buy
39,246
+530
+1% +$19.3K 0.01% 1117
2016
Q1 		$1.3M Buy
38,716
+17,924
+86% +$538K 0.01% 1118
2015
Q4 		$647K Sell
20,792
-994
-5% -$33K ﹤0.01% 1513
2015
Q3 		$690K Hold
21,786
– – ﹤0.01% 1385
2015
Q2 		$698K Sell
21,786
-1,810
-8% -$63.1K ﹤0.01% 1513
2015
Q1 		$845K Hold
23,596
– – ﹤0.01% 1358
2014
Q4 		$894K Buy
+23,596
New +$830K 0.01% 1324
2014
Q3 		– Sell
-18,180
Closed -$690K – 2357
2014
Q2 		$690K Sell
18,180
-36
-0.2% -$1.37K 0.01% 1300
2014
Q1 		$673K Buy
+18,216
New +$660K 0.01% 1258

Other funds holding LPT

MPPLM
Midwest Professional Planners Ltd (MPPL) Wausau, Wisconsin $425M AUM 28.89% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

Stifel Financial's LPT Position: Q1 2020 in Review

Stifel Financial sold out of Liberty Property Trust (LPT) in Q1 2020, closing a stake of 51,871 shares — an estimated $3.12M sold.

Stifel Financial first reported a position in LPT in Q1 2014 and held it in 23 quarters. The position peaked at $3.36M in Q3 2019. 2 funds tracked by Wall St. Rank hold LPT as of Q1 2020.

  • Stifel Financial reported no remaining Liberty Property Trust position as of Q1 2020 after selling out during the quarter.
  • Stifel Financial sold 51,871 Liberty Property Trust shares in Q1 2020, an estimated $3.12M.
  • Stifel Financial first reported a position in Liberty Property Trust in Q1 2014 and held it in 23 quarters.
  • Stifel Financial's Liberty Property Trust position peaked at $3.36M in Q3 2019.
  • 2 funds tracked by Wall St. Rank held Liberty Property Trust as of Q1 2020.

Based on Stifel Financial's 13F filing for Q1 2020, filed 14 May 2020.