TCA
LPT

Tortoise Capital Advisors’s Liberty Property Trust LPT Stock Holding History

Tortoise Capital 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
2016
Q4 		– Sell
-50
Closed -$2K – 176
2016
Q3 		$2K Sell
50
-400
-89% -$16.2K ﹤0.01% 133
2016
Q2 		$18K Hold
450
– – ﹤0.01% 94
2016
Q1 		$15K Buy
+450
New +$13.5K ﹤0.01% 99

Other funds holding LPT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return

Tortoise Capital Advisors's LPT Position: Q4 2016 in Review

Tortoise Capital Advisors sold out of Liberty Property Trust (LPT) in Q4 2016, closing a stake of 50 shares — an estimated $2K sold.

Tortoise Capital Advisors first reported a position in LPT in Q1 2016 and held it in 3 quarters. The position peaked at $18K in Q2 2016. 332 funds tracked by Wall St. Rank hold LPT as of Q4 2016.

  • Tortoise Capital Advisors reported no remaining Liberty Property Trust position as of Q4 2016 after selling out during the quarter.
  • Tortoise Capital Advisors sold 50 Liberty Property Trust shares in Q4 2016, an estimated $2K.
  • Tortoise Capital Advisors first reported a position in Liberty Property Trust in Q1 2016 and held it in 3 quarters.
  • Tortoise Capital Advisors's Liberty Property Trust position peaked at $18K in Q2 2016.
  • 332 funds tracked by Wall St. Rank held Liberty Property Trust as of Q4 2016.

Based on Tortoise Capital Advisors's 13F filing for Q4 2016, filed 14 Feb 2017.