ST
LPT

Stifel Trust’s Liberty Property Trust LPT Stock Holding History

Stifel Trust’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
2014
Q3 		$5K Hold
133
– – ﹤0.01% 482
2014
Q2 		$6K Hold
133
– – ﹤0.01% 410
2014
Q1 		$5K Hold
133
– – ﹤0.01% 441
2013
Q4 		$5K Hold
133
– – ﹤0.01% 430
2013
Q3 		$5K Hold
133
– – ﹤0.01% 432
2013
Q2 		$5K Buy
+133
New +$5.43K ﹤0.01% 430

Other funds holding LPT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SAMC
Shinko Asset Management Company Tokyo, Japan $14.7B AUM 18.14% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Stifel Trust's LPT Position: Q3 2014 in Review

Stifel Trust held its Liberty Property Trust (LPT) position steady in Q3 2014 at 133 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #482.

Stifel Trust first reported a position in LPT in Q2 2013 and has held it in 6 quarters since. The position peaked at $6K in Q2 2014. 278 funds tracked by Wall St. Rank hold LPT as of Q3 2014.

  • Stifel Trust held 133 shares of Liberty Property Trust worth $5K as of Q3 2014.
  • Stifel Trust left its Liberty Property Trust share count unchanged in Q3 2014.
  • Liberty Property Trust made up ﹤0.01% of Stifel Trust's portfolio in Q3 2014, its #482 holding.
  • Stifel Trust first reported a position in Liberty Property Trust in Q2 2013 and has held it in 6 quarters since.
  • Stifel Trust's Liberty Property Trust position peaked at $6K in Q2 2014.
  • 278 funds tracked by Wall St. Rank held Liberty Property Trust as of Q3 2014.

Based on Stifel Trust's 13F filing for Q3 2014, filed 14 Nov 2014.