Valeo Financial Advisors’s Liberty Property Trust LPT Stock Holding History

Valeo 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	-1,083	Closed	-$65K	–	1994
2019 Q4	$65K	Hold	1,083	–	–	0.01%	557
2019 Q3	$56K	Hold	1,083	–	–	0.01%	569
2019 Q2	$54K	Hold	1,083	–	–	0.01%	573
2019 Q1	$52K	Hold	1,083	–	–	0.01%	545
2018 Q4	$45K	Hold	1,083	–	–	0.01%	524
2018 Q3	$45K	Hold	1,083	–	–	0.01%	571
2018 Q2	$47K	Buy	1,083 +833	+333%	+$35.3K	0.01%	552
2018 Q1	$10K	Hold	250	–	–	﹤0.01%	942
2017 Q4	$11K	Buy	+250	New	+$10.9K	﹤0.01%	824

Other funds holding LPT

MPPLM

Midwest Professional Planners Ltd (MPPL) Wausau, Wisconsin $425M AUM 28.89% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

Valeo Financial Advisors's LPT Position: Q1 2020 in Review

Valeo Financial Advisors sold out of Liberty Property Trust (LPT) in Q1 2020, closing a stake of 1,083 shares — an estimated $65K sold.

Valeo Financial Advisors first reported a position in LPT in Q4 2017 and held it in 9 quarters. The position peaked at $65K in Q4 2019. 2 funds tracked by Wall St. Rank hold LPT as of Q1 2020.

Valeo Financial Advisors reported no remaining Liberty Property Trust position as of Q1 2020 after selling out during the quarter.
Valeo Financial Advisors sold 1,083 Liberty Property Trust shares in Q1 2020, an estimated $65K.
Valeo Financial Advisors first reported a position in Liberty Property Trust in Q4 2017 and held it in 9 quarters.
Valeo Financial Advisors's Liberty Property Trust position peaked at $65K in Q4 2019.
2 funds tracked by Wall St. Rank held Liberty Property Trust as of Q1 2020.

Based on Valeo Financial Advisors's 13F filing for Q1 2020, filed 13 Apr 2020.