SWP
LPT

Stratos Wealth Partners’s Liberty Property Trust LPT Stock Holding History

Stratos Wealth Partners’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
2018
Q4 		– Sell
-421
Closed -$18K – 2877
2018
Q3 		$18K Buy
+421
New +$18.3K ﹤0.01% 1946
2018
Q2 		– Sell
-518
Closed -$21K – 2960
2018
Q1 		$21K Hold
518
– – ﹤0.01% 2000
2017
Q4 		$22K Buy
+518
New +$22.5K ﹤0.01% 1878

Other funds holding LPT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

Stratos Wealth Partners's LPT Position: Q4 2018 in Review

Stratos Wealth Partners sold out of Liberty Property Trust (LPT) in Q4 2018, closing a stake of 421 shares — an estimated $18K sold.

Stratos Wealth Partners first reported a position in LPT in Q4 2017 and held it in 3 quarters. The position peaked at $22K in Q4 2017. 394 funds tracked by Wall St. Rank hold LPT as of Q4 2018.

  • Stratos Wealth Partners reported no remaining Liberty Property Trust position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 421 Liberty Property Trust shares in Q4 2018, an estimated $18K.
  • Stratos Wealth Partners first reported a position in Liberty Property Trust in Q4 2017 and held it in 3 quarters.
  • Stratos Wealth Partners's Liberty Property Trust position peaked at $22K in Q4 2017.
  • 394 funds tracked by Wall St. Rank held Liberty Property Trust as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.