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

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
ZP
Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

WealthPLAN Partners's LPT Position: Q2 2019 in Review

WealthPLAN Partners sold out of Liberty Property Trust (LPT) in Q2 2019, closing a stake of 11,410 shares — an estimated $548K sold.

WealthPLAN Partners first reported a position in LPT in Q4 2017 and held it in 6 quarters. The position peaked at $548K in Q1 2019. 390 funds tracked by Wall St. Rank hold LPT as of Q2 2019.

  • WealthPLAN Partners reported no remaining Liberty Property Trust position as of Q2 2019 after selling out during the quarter.
  • WealthPLAN Partners sold 11,410 Liberty Property Trust shares in Q2 2019, an estimated $548K.
  • WealthPLAN Partners first reported a position in Liberty Property Trust in Q4 2017 and held it in 6 quarters.
  • WealthPLAN Partners's Liberty Property Trust position peaked at $548K in Q1 2019.
  • 390 funds tracked by Wall St. Rank held Liberty Property Trust as of Q2 2019.

Based on WealthPLAN Partners's 13F filing for Q2 2019, filed 19 Aug 2019.