Symphony Asset Management’s Liberty Property Trust LPT Stock Holding History

Symphony Asset Management’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
2019 Q4	–	Sell	-4,640	Closed	-$238K	–	211
2019 Q3	$238K	Sell	4,640 -249	-5%	-$12.8K	0.05%	150
2019 Q2	$244K	Sell	4,889 -68	-1%	-$3.33K	0.05%	146
2019 Q1	$240K	Sell	4,957 -1,996	-29%	-$92.9K	0.06%	147
2018 Q4	$291K	Sell	6,953 -13,473	-66%	-$581K	0.09%	119
2018 Q3	$863K	Buy	20,426 +15,090	+283%	+$656K	0.23%	52
2018 Q2	$236K	Buy	+5,336	New	+$226K	0.05%	214

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Symphony Asset Management's LPT Position: Q4 2019 in Review

Symphony Asset Management sold out of Liberty Property Trust (LPT) in Q4 2019, closing a stake of 4,640 shares — an estimated $238K sold.

Symphony Asset Management first reported a position in LPT in Q2 2018 and held it in 6 quarters. The position peaked at $863K in Q3 2018. 415 funds tracked by Wall St. Rank hold LPT as of Q4 2019.

Symphony Asset Management reported no remaining Liberty Property Trust position as of Q4 2019 after selling out during the quarter.
Symphony Asset Management sold 4,640 Liberty Property Trust shares in Q4 2019, an estimated $238K.
Symphony Asset Management first reported a position in Liberty Property Trust in Q2 2018 and held it in 6 quarters.
Symphony Asset Management's Liberty Property Trust position peaked at $863K in Q3 2018.
415 funds tracked by Wall St. Rank held Liberty Property Trust as of Q4 2019.

Based on Symphony Asset Management's 13F filing for Q4 2019, filed 13 Feb 2020.