SWA
LPT

Sutton Wealth Advisors’s Liberty Property Trust LPT Stock Holding History

Sutton Wealth 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
2020
Q1 		– Sell
-230
Closed -$13.8K – 1287
2019
Q4 		$13.8K Hold
230
– – 0.01% 738
2019
Q3 		$11.8K Hold
230
– – 0.01% 748
2019
Q2 		$11.5K Hold
230
– – 0.01% 742
2019
Q1 		$11.1K Hold
230
– – 0.01% 765
2018
Q4 		$9.63K Hold
230
– – 0.01% 757
2018
Q3 		$9.72K Hold
230
– – 0.01% 787
2018
Q2 		$10.2K Hold
230
– – 0.01% 826
2018
Q1 		$9.14K Hold
230
– – 0.01% 834
2017
Q4 		$9.89K Hold
230
– – 0.01% 786
2017
Q3 		$9.44K Hold
230
– – 0.01% 776
2017
Q2 		$9.36K Hold
230
– – 0.01% 760
2017
Q1 		$8.87K Hold
230
– – 0.01% 741
2016
Q4 		$9.09K Hold
230
– – 0.01% 717
2016
Q3 		$9.28K Hold
230
– – 0.01% 685
2016
Q2 		$9.14K Hold
230
– – 0.01% 653
2016
Q1 		$7.7K Buy
+230
New +$6.91K 0.01% 657

Other funds holding LPT

MPPLM
Midwest Professional Planners Ltd (MPPL) Wausau, Wisconsin $425M AUM 28.89% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

Sutton Wealth Advisors's LPT Position: Q1 2020 in Review

Sutton Wealth Advisors sold out of Liberty Property Trust (LPT) in Q1 2020, closing a stake of 230 shares — an estimated $13.8K sold.

Sutton Wealth Advisors first reported a position in LPT in Q1 2016 and held it in 16 quarters. The position peaked at $13.8K in Q4 2019. 2 funds tracked by Wall St. Rank hold LPT as of Q1 2020.

  • Sutton Wealth Advisors reported no remaining Liberty Property Trust position as of Q1 2020 after selling out during the quarter.
  • Sutton Wealth Advisors sold 230 Liberty Property Trust shares in Q1 2020, an estimated $13.8K.
  • Sutton Wealth Advisors first reported a position in Liberty Property Trust in Q1 2016 and held it in 16 quarters.
  • Sutton Wealth Advisors's Liberty Property Trust position peaked at $13.8K in Q4 2019.
  • 2 funds tracked by Wall St. Rank held Liberty Property Trust as of Q1 2020.

Based on Sutton Wealth Advisors's 13F filing for Q1 2020, filed 7 Nov 2023.