Summit Trail Advisors’s Liberty Property Trust LPT Stock Holding History

Summit Trail Advisors’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 Q1	–	Sell	-98	Closed	-$4K	–	1973
2017 Q4	$4K	Buy	+98	New	+$4.25K	﹤0.01%	1508

Other funds holding LPT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Summit Trail Advisors's LPT Position: Q1 2018 in Review

Summit Trail Advisors sold out of Liberty Property Trust (LPT) in Q1 2018, closing a stake of 98 shares — an estimated $4K sold.

Summit Trail Advisors first reported a position in LPT in Q4 2017 and held it in 1 quarter. The position peaked at $4K in Q4 2017. 358 funds tracked by Wall St. Rank hold LPT as of Q1 2018.

Summit Trail Advisors reported no remaining Liberty Property Trust position as of Q1 2018 after selling out during the quarter.
Summit Trail Advisors sold 98 Liberty Property Trust shares in Q1 2018, an estimated $4K.
Summit Trail Advisors first reported a position in Liberty Property Trust in Q4 2017 and held it in 1 quarter.
Summit Trail Advisors's Liberty Property Trust position peaked at $4K in Q4 2017.
358 funds tracked by Wall St. Rank held Liberty Property Trust as of Q1 2018.

Based on Summit Trail Advisors's 13F filing for Q1 2018, filed 21 May 2018.