W
LPT

Wealthfront’s Liberty Property Trust LPT Stock Holding History

Wealthfront’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
Q4 		– Sell
-756
Closed -$24K – 1208
2015
Q3 		$24K Buy
756
+416
+122% +$13.5K ﹤0.01% 691
2015
Q2 		$11K Buy
340
+46
+16% +$1.6K ﹤0.01% 814
2015
Q1 		$10K Buy
294
+292
+14,600% +$11.1K ﹤0.01% 643
2014
Q4 		$0 Buy
+2
New +$70 ﹤0.01% 1081

Other funds holding LPT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
SAMC
Shinko Asset Management Company Tokyo, Japan $14.7B AUM 18.14% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wealthfront's LPT Position: Q4 2015 in Review

Wealthfront sold out of Liberty Property Trust (LPT) in Q4 2015, closing a stake of 756 shares — an estimated $24K sold.

Wealthfront first reported a position in LPT in Q4 2014 and held it in 4 quarters. The position peaked at $24K in Q3 2015. 328 funds tracked by Wall St. Rank hold LPT as of Q4 2015.

  • Wealthfront reported no remaining Liberty Property Trust position as of Q4 2015 after selling out during the quarter.
  • Wealthfront sold 756 Liberty Property Trust shares in Q4 2015, an estimated $24K.
  • Wealthfront first reported a position in Liberty Property Trust in Q4 2014 and held it in 4 quarters.
  • Wealthfront's Liberty Property Trust position peaked at $24K in Q3 2015.
  • 328 funds tracked by Wall St. Rank held Liberty Property Trust as of Q4 2015.

Based on Wealthfront's 13F filing for Q4 2015, filed 17 Feb 2016.