Valley National Advisers’s Liberty Property Trust LPT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-100
| Closed | -$6K | – | 890 |
|
|
2019
Q4 | $6K | Sell |
100
-1,334
| -93% | -$76.4K | ﹤0.01% | 598 |
|
|
2019
Q3 | $74K | Hold |
1,434
| – | – | 0.02% | 263 |
|
|
2019
Q2 | $72K | Sell |
1,434
-250
| -15% | -$12.2K | 0.02% | 264 |
|
|
2019
Q1 | $82K | Sell |
1,684
-250
| -13% | -$11.6K | 0.02% | 252 |
|
|
2018
Q4 | $81K | Hold |
1,934
| – | – | 0.03% | 227 |
|
|
2018
Q3 | $82K | Buy |
1,934
+500
| +35% | +$21.7K | 0.03% | 228 |
|
|
2018
Q2 | $64K | Hold |
1,434
| – | – | 0.02% | 242 |
|
|
2018
Q1 | $57K | Buy |
+1,434
| New | +$57.8K | 0.02% | 241 |
|
|
2017
Q4 | – | Sell |
-1,434
| Closed | -$59K | – | 745 |
|
|
2017
Q3 | $59K | Buy |
+1,434
| New | +$59.9K | 0.02% | 236 |
|
|
2016
Q4 | – | Sell |
-1,334
| Closed | -$54K | – | 788 |
|
|
2016
Q3 | $54K | Hold |
1,334
| – | – | 0.03% | 221 |
|
|
2016
Q2 | $53K | Hold |
1,334
| – | – | 0.03% | 229 |
|
|
2016
Q1 | $45K | Hold |
1,334
| – | – | 0.02% | 240 |
|
|
2015
Q4 | $41K | Buy |
+1,334
| New | +$44.2K | 0.02% | 235 |
|
|
2015
Q3 | – | Sell |
-1,442
| Closed | -$46K | – | 666 |
|
|
2015
Q2 | $46K | Hold |
1,442
| – | – | 0.03% | 236 |
|
|
2015
Q1 | $51K | Buy |
1,442
+1,334
| +1,235% | +$50.8K | 0.03% | 220 |
|
|
2014
Q4 | $4K | Buy |
+108
| New | +$3.8K | ﹤0.01% | 355 |
|
Other funds holding LPT
Valley National Advisers's LPT Position: Q1 2020 in Review
Valley National Advisers sold out of Liberty Property Trust (LPT) in Q1 2020, closing a stake of 100 shares — an estimated $6K sold.
Valley National Advisers first reported a position in LPT in Q4 2014 and held it in 16 quarters. The position peaked at $82K in Q1 2019. 2 funds tracked by Wall St. Rank hold LPT as of Q1 2020.
- Valley National Advisers reported no remaining Liberty Property Trust position as of Q1 2020 after selling out during the quarter.
- Valley National Advisers sold 100 Liberty Property Trust shares in Q1 2020, an estimated $6K.
- Valley National Advisers first reported a position in Liberty Property Trust in Q4 2014 and held it in 16 quarters.
- Valley National Advisers's Liberty Property Trust position peaked at $82K in Q1 2019.
- 2 funds tracked by Wall St. Rank held Liberty Property Trust as of Q1 2020.
Based on Valley National Advisers's 13F filing for Q1 2020, filed 13 May 2020.