WealthTrust-Arizona’s Liberty Property Trust LPT Stock Holding History

WealthTrust-Arizona’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
2018 Q4	$6K	Hold	152	–	–	﹤0.01%	467
2018 Q3	$6K	Hold	152	–	–	﹤0.01%	497
2018 Q2	$7K	Hold	152	–	–	﹤0.01%	476
2018 Q1	$6K	Hold	152	–	–	﹤0.01%	481
2017 Q4	$7K	Hold	152	–	–	﹤0.01%	470
2017 Q3	$6K	Hold	152	–	–	﹤0.01%	483
2017 Q2	$6K	Hold	152	–	–	﹤0.01%	473
2017 Q1	$6K	Hold	152	–	–	﹤0.01%	461
2016 Q4	$6K	Hold	152	–	–	﹤0.01%	465
2016 Q3	$6K	Hold	152	–	–	﹤0.01%	465
2016 Q2	$6K	Hold	152	–	–	﹤0.01%	453
2016 Q1	$5K	Hold	152	–	–	﹤0.01%	472
2015 Q4	$5K	Buy	+152	New	+$5.04K	﹤0.01%	496

Other funds holding LPT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

WealthTrust-Arizona's LPT Position: Q4 2018 in Review

WealthTrust-Arizona held its Liberty Property Trust (LPT) position steady in Q4 2018 at 152 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #467.

WealthTrust-Arizona first reported a position in LPT in Q4 2015 and has held it in 13 quarters since. The position peaked at $7K in Q2 2018. 394 funds tracked by Wall St. Rank hold LPT as of Q4 2018.

WealthTrust-Arizona held 152 shares of Liberty Property Trust worth $6K as of Q4 2018.
WealthTrust-Arizona left its Liberty Property Trust share count unchanged in Q4 2018.
Liberty Property Trust made up ﹤0.01% of WealthTrust-Arizona's portfolio in Q4 2018, its #467 holding.
WealthTrust-Arizona first reported a position in Liberty Property Trust in Q4 2015 and has held it in 13 quarters since.
WealthTrust-Arizona's Liberty Property Trust position peaked at $7K in Q2 2018.
394 funds tracked by Wall St. Rank held Liberty Property Trust as of Q4 2018.

Based on WealthTrust-Arizona's 13F filing for Q4 2018, filed 7 Feb 2019.