WP
LPT

WealthPLAN Partners’s Liberty Property Trust LPT Stock Holding History

WealthPLAN 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
Q2 		– Sell
-11,410
Closed -$548K – 283
2019
Q1 		$548K Buy
11,410
+220
+2% +$10.2K 0.09% 158
2018
Q4 		$532K Buy
11,190
+635
+6% +$27.4K 0.09% 144
2018
Q3 		$460K Buy
10,555
+1,170
+12% +$50.8K 0.08% 152
2018
Q2 		$416K Buy
9,385
+220
+2% +$9.32K 0.09% 156
2018
Q1 		$365K Buy
9,165
+4,470
+95% +$180K 0.08% 175
2017
Q4 		$202K Buy
+4,695
New +$204K 0.05% 207

Other funds holding LPT

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State Street
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JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
ZP
Zimmer Partners New York $4.08B AUM 14.2% 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