UCFA
LPT

United Capital Financial Advisors’s Liberty Property Trust LPT Stock Holding History

United Capital Financial 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
-13,680
Closed -$821K – 1415
2019
Q4 		$821K Buy
13,680
+141
+1% +$8.08K 0.01% 842
2019
Q3 		$695K Sell
13,539
-1,740
-11% -$89.7K ﹤0.01% 848
2019
Q2 		$765K Buy
15,279
+975
+7% +$47.7K 0.01% 894
2019
Q1 		$693K Sell
14,304
-117
-0.8% -$5.45K ﹤0.01% 887
2018
Q4 		$604K Buy
14,421
+196
+1% +$8.46K ﹤0.01% 859
2018
Q3 		$601K Buy
+14,225
New +$618K ﹤0.01% 925

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

United Capital Financial Advisors's LPT Position: Q1 2020 in Review

United Capital Financial Advisors sold out of Liberty Property Trust (LPT) in Q1 2020, closing a stake of 13,680 shares — an estimated $821K sold.

United Capital Financial Advisors first reported a position in LPT in Q3 2018 and held it in 6 quarters. The position peaked at $821K in Q4 2019. 2 funds tracked by Wall St. Rank hold LPT as of Q1 2020.

  • United Capital Financial Advisors reported no remaining Liberty Property Trust position as of Q1 2020 after selling out during the quarter.
  • United Capital Financial Advisors sold 13,680 Liberty Property Trust shares in Q1 2020, an estimated $821K.
  • United Capital Financial Advisors first reported a position in Liberty Property Trust in Q3 2018 and held it in 6 quarters.
  • United Capital Financial Advisors's Liberty Property Trust position peaked at $821K in Q4 2019.
  • 2 funds tracked by Wall St. Rank held Liberty Property Trust as of Q1 2020.

Based on United Capital Financial Advisors's 13F filing for Q1 2020, filed 15 May 2020.