WA
LPT

Waverly Advisors’s Liberty Property Trust LPT Stock Holding History

Waverly 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
2014
Q1 		– Sell
-480
Closed -$16K – 861
2013
Q4 		$16K Hold
480
– – 0.01% 500
2013
Q3 		$17K Buy
+480
New +$17.6K 0.01% 377

Other funds holding LPT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Waverly Advisors's LPT Position: Q1 2014 in Review

Waverly Advisors sold out of Liberty Property Trust (LPT) in Q1 2014, closing a stake of 480 shares — an estimated $16K sold.

Waverly Advisors first reported a position in LPT in Q3 2013 and held it in 2 quarters. The position peaked at $17K in Q3 2013. 289 funds tracked by Wall St. Rank hold LPT as of Q1 2014.

  • Waverly Advisors reported no remaining Liberty Property Trust position as of Q1 2014 after selling out during the quarter.
  • Waverly Advisors sold 480 Liberty Property Trust shares in Q1 2014, an estimated $16K.
  • Waverly Advisors first reported a position in Liberty Property Trust in Q3 2013 and held it in 2 quarters.
  • Waverly Advisors's Liberty Property Trust position peaked at $17K in Q3 2013.
  • 289 funds tracked by Wall St. Rank held Liberty Property Trust as of Q1 2014.

Based on Waverly Advisors's 13F filing for Q1 2014, filed 28 Apr 2014.