TWA
LPT

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

TCI 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
2015
Q3 		– Sell
-39
Closed -$1K – 1037
2015
Q2 		$1K Hold
39
– – ﹤0.01% 930
2015
Q1 		$1K Hold
39
– – ﹤0.01% 853
2014
Q4 		$1K Sell
39
-5
-11% -$176 ﹤0.01% 853
2014
Q3 		$1K Hold
44
– – ﹤0.01% 855
2014
Q2 		$2K Buy
44
+5
+13% +$190 ﹤0.01% 792
2014
Q1 		$1K Hold
39
– – ﹤0.01% 843
2013
Q4 		$1K Hold
39
– – ﹤0.01% 826
2013
Q3 		$1K Hold
39
– – ﹤0.01% 751
2013
Q2 		$1K Buy
+39
New +$1.59K ﹤0.01% 678

Other funds holding LPT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SAMC
Shinko Asset Management Company Tokyo, Japan $14.7B AUM 18.14% 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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

TCI Wealth Advisors's LPT Position: Q3 2015 in Review

TCI Wealth Advisors sold out of Liberty Property Trust (LPT) in Q3 2015, closing a stake of 39 shares — an estimated $1K sold.

TCI Wealth Advisors first reported a position in LPT in Q2 2013 and held it in 9 quarters. The position peaked at $2K in Q2 2014. 295 funds tracked by Wall St. Rank hold LPT as of Q3 2015.

  • TCI Wealth Advisors reported no remaining Liberty Property Trust position as of Q3 2015 after selling out during the quarter.
  • TCI Wealth Advisors sold 39 Liberty Property Trust shares in Q3 2015, an estimated $1K.
  • TCI Wealth Advisors first reported a position in Liberty Property Trust in Q2 2013 and held it in 9 quarters.
  • TCI Wealth Advisors's Liberty Property Trust position peaked at $2K in Q2 2014.
  • 295 funds tracked by Wall St. Rank held Liberty Property Trust as of Q3 2015.

Based on TCI Wealth Advisors's 13F filing for Q3 2015, filed 2 Nov 2015.