WAP
LPT

Wealthcare Advisory Partners’s Liberty Property Trust LPT Stock Holding History

Wealthcare Advisory Partners’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
2019
Q3 		– Sell
-400
Closed -$20K – 1446
2019
Q2 		$20K Sell
400
-75
-16% -$3.67K ﹤0.01% 729
2019
Q1 		$23K Buy
475
+400
+533% +$18.6K ﹤0.01% 632
2018
Q4 		$3K Hold
75
– – ﹤0.01% 1045
2018
Q3 		$3K Hold
75
– – ﹤0.01% 1098
2018
Q2 		$3K Buy
+75
New +$3.18K ﹤0.01% 1093

Other funds holding LPT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

Wealthcare Advisory Partners's LPT Position: Q3 2019 in Review

Wealthcare Advisory Partners sold out of Liberty Property Trust (LPT) in Q3 2019, closing a stake of 400 shares — an estimated $20K sold.

Wealthcare Advisory Partners first reported a position in LPT in Q2 2018 and held it in 5 quarters. The position peaked at $23K in Q1 2019. 418 funds tracked by Wall St. Rank hold LPT as of Q3 2019.

  • Wealthcare Advisory Partners reported no remaining Liberty Property Trust position as of Q3 2019 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 400 Liberty Property Trust shares in Q3 2019, an estimated $20K.
  • Wealthcare Advisory Partners first reported a position in Liberty Property Trust in Q2 2018 and held it in 5 quarters.
  • Wealthcare Advisory Partners's Liberty Property Trust position peaked at $23K in Q1 2019.
  • 418 funds tracked by Wall St. Rank held Liberty Property Trust as of Q3 2019.

Based on Wealthcare Advisory Partners's 13F filing for Q3 2019, filed 17 Oct 2019.