Wellington Management Group
LPT

Wellington Management Group’s Liberty Property Trust LPT Stock Holding History

Wellington Management Group’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
Q2 		– Sell
-27,057
Closed -$1.07M – 2364
2018
Q1 		$1.07M Buy
+27,057
New +$1.09M ﹤0.01% 1889
2014
Q2 		– Sell
-6,632
Closed -$245K – 2272
2014
Q1 		$245K Sell
6,632
-2,011
-23% -$72.8K ﹤0.01% 2094
2013
Q4 		$293K Hold
8,643
– – ﹤0.01% 2081
2013
Q3 		$308K Sell
8,643
-4,711
-35% -$173K ﹤0.01% 2069
2013
Q2 		$494K Buy
+13,354
New +$546K ﹤0.01% 1928

Other funds holding LPT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T 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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wellington Management Group's LPT Position: Q2 2018 in Review

Wellington Management Group sold out of Liberty Property Trust (LPT) in Q2 2018, closing a stake of 27,057 shares — an estimated $1.07M sold.

Wellington Management Group first reported a position in LPT in Q2 2013 and held it in 5 quarters. The position peaked at $1.07M in Q1 2018. 388 funds tracked by Wall St. Rank hold LPT as of Q2 2018.

  • Wellington Management Group reported no remaining Liberty Property Trust position as of Q2 2018 after selling out during the quarter.
  • Wellington Management Group sold 27,057 Liberty Property Trust shares in Q2 2018, an estimated $1.07M.
  • Wellington Management Group first reported a position in Liberty Property Trust in Q2 2013 and held it in 5 quarters.
  • Wellington Management Group's Liberty Property Trust position peaked at $1.07M in Q1 2018.
  • 388 funds tracked by Wall St. Rank held Liberty Property Trust as of Q2 2018.

Based on Wellington Management Group's 13F filing for Q2 2018, filed 14 Aug 2018.