SSG
LPT

Summit Securities Group’s Liberty Property Trust LPT Stock Holding History

Summit Securities Group’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
2016
Q1 		– Sell
-6,774
Closed -$210K – 361
2015
Q4 		$210K Buy
+6,774
New +$225K 0.07% 193
2014
Q3 		– Sell
-100
Closed -$4K – 834
2014
Q2 		$4K Buy
+100
New +$3.79K ﹤0.01% 456

Other funds holding LPT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Summit Securities Group's LPT Position: Q1 2016 in Review

Summit Securities Group sold out of Liberty Property Trust (LPT) in Q1 2016, closing a stake of 6,774 shares — an estimated $210K sold.

Summit Securities Group first reported a position in LPT in Q2 2014 and held it in 2 quarters. The position peaked at $210K in Q4 2015. 318 funds tracked by Wall St. Rank hold LPT as of Q1 2016.

  • Summit Securities Group reported no remaining Liberty Property Trust position as of Q1 2016 after selling out during the quarter.
  • Summit Securities Group sold 6,774 Liberty Property Trust shares in Q1 2016, an estimated $210K.
  • Summit Securities Group first reported a position in Liberty Property Trust in Q2 2014 and held it in 2 quarters.
  • Summit Securities Group's Liberty Property Trust position peaked at $210K in Q4 2015.
  • 318 funds tracked by Wall St. Rank held Liberty Property Trust as of Q1 2016.

Based on Summit Securities Group's 13F filing for Q1 2016, filed 11 May 2016.