WCM
LPT

Wealthcare Capital Management’s Liberty Property Trust LPT Stock Holding History

Wealthcare Capital Management’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
2015
Q2 		– Sell
-49
Closed -$2K – 955
2015
Q1 		$2K Buy
+49
New +$1.87K ﹤0.01% 840

Other funds holding LPT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 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 16.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

Wealthcare Capital Management's LPT Position: Q2 2015 in Review

Wealthcare Capital Management sold out of Liberty Property Trust (LPT) in Q2 2015, closing a stake of 49 shares — an estimated $2K sold.

Wealthcare Capital Management first reported a position in LPT in Q1 2015 and held it in 1 quarter. The position peaked at $2K in Q1 2015. 295 funds tracked by Wall St. Rank hold LPT as of Q2 2015.

  • Wealthcare Capital Management reported no remaining Liberty Property Trust position as of Q2 2015 after selling out during the quarter.
  • Wealthcare Capital Management sold 49 Liberty Property Trust shares in Q2 2015, an estimated $2K.
  • Wealthcare Capital Management first reported a position in Liberty Property Trust in Q1 2015 and held it in 1 quarter.
  • Wealthcare Capital Management's Liberty Property Trust position peaked at $2K in Q1 2015.
  • 295 funds tracked by Wall St. Rank held Liberty Property Trust as of Q2 2015.

Based on Wealthcare Capital Management's 13F filing for Q2 2015, filed 24 Aug 2015.