SXL
LPT

Summit X LLC’s Liberty Property Trust LPT Stock Holding History

Summit X LLC’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
-12,305
Closed -$741K – 267
2019
Q4 		$741K Sell
12,305
-60
-0.5% -$3.44K 0.28% 95
2019
Q3 		$633K Sell
12,365
-165
-1% -$8.5K 0.25% 110
2019
Q2 		$632K Hold
12,530
– – 0.26% 103
2019
Q1 		$606K Buy
12,530
+165
+1% +$7.68K 0.26% 104
2018
Q4 		$515K Sell
12,365
-3,455
-22% -$149K 0.3% 97
2018
Q3 		$670K Sell
15,820
-145
-0.9% -$6.3K 0.33% 74
2018
Q2 		$707K Sell
15,965
-815
-5% -$34.5K 0.39% 61
2018
Q1 		$667K Buy
16,780
+420
+3% +$16.9K 0.4% 61
2017
Q4 		$701K Buy
16,360
+460
+3% +$20K 0.44% 59
2017
Q3 		$654K Buy
15,900
+320
+2% +$13.4K 0.43% 62
2017
Q2 		$638K Buy
+15,580
New +$640K 0.46% 63

Other funds holding LPT

MPPLM
Midwest Professional Planners Ltd (MPPL) Wausau, Wisconsin $510M AUM 49.02% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

Summit X LLC's LPT Position: Q1 2020 in Review

Summit X LLC sold out of Liberty Property Trust (LPT) in Q1 2020, closing a stake of 12,305 shares — an estimated $741K sold.

Summit X LLC first reported a position in LPT in Q2 2017 and held it in 11 quarters. The position peaked at $741K in Q4 2019. 2 funds tracked by Wall St. Rank hold LPT as of Q1 2020.

  • Summit X LLC reported no remaining Liberty Property Trust position as of Q1 2020 after selling out during the quarter.
  • Summit X LLC sold 12,305 Liberty Property Trust shares in Q1 2020, an estimated $741K.
  • Summit X LLC first reported a position in Liberty Property Trust in Q2 2017 and held it in 11 quarters.
  • Summit X LLC's Liberty Property Trust position peaked at $741K in Q4 2019.
  • 2 funds tracked by Wall St. Rank held Liberty Property Trust as of Q1 2020.

Based on Summit X LLC's 13F filing for Q1 2020, filed 13 May 2020.