Wells Fargo
LPT

Wells Fargo’s Liberty Property Trust LPT Stock Holding History

Wells Fargo’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
2020
Q1 		– Sell
-197,299
Closed -$11.8M – 7268
2019
Q4 		$11.8M Sell
197,299
-37,445
-16% -$2.15M ﹤0.01% 1843
2019
Q3 		$12.1M Sell
234,744
-12,405
-5% -$639K ﹤0.01% 1812
2019
Q2 		$12.4M Sell
247,149
-150,078
-38% -$7.35M ﹤0.01% 1804
2019
Q1 		$19.2M Buy
397,227
+47,658
+14% +$2.22M 0.01% 1469
2018
Q4 		$14.6M Buy
349,569
+76,364
+28% +$3.3M ﹤0.01% 1601
2018
Q3 		$11.5M Buy
273,205
+14,893
+6% +$647K ﹤0.01% 1959
2018
Q2 		$11.4M Buy
258,312
+11,072
+4% +$469K ﹤0.01% 1962
2018
Q1 		$9.82M Sell
247,240
-28,661
-10% -$1.16M ﹤0.01% 2023
2017
Q4 		$11.9M Sell
275,901
-68,807
-20% -$2.99M ﹤0.01% 1874
2017
Q3 		$14.2M Buy
344,708
+112,983
+49% +$4.72M ﹤0.01% 1686
2017
Q2 		$9.43M Buy
231,725
+15,213
+7% +$625K ﹤0.01% 1954
2017
Q1 		$8.35M Buy
216,512
+6,350
+3% +$248K ﹤0.01% 2020
2016
Q4 		$8.3M Buy
210,162
+4,573
+2% +$179K ﹤0.01% 1996
2016
Q3 		$8.3M Sell
205,589
-33,759
-14% -$1.37M ﹤0.01% 1886
2016
Q2 		$9.51M Buy
239,348
+6,073
+3% +$221K ﹤0.01% 1872
2016
Q1 		$7.8M Sell
233,275
-23,055
-9% -$692K ﹤0.01% 1991
2015
Q4 		$7.96M Sell
256,330
-5,818
-2% -$193K ﹤0.01% 2005
2015
Q3 		$8.26M Buy
262,148
+14,715
+6% +$478K ﹤0.01% 1951
2015
Q2 		$7.97M Buy
247,433
+10,595
+4% +$370K ﹤0.01% 2081
2015
Q1 		$8.46M Buy
236,838
+18,801
+9% +$716K ﹤0.01% 2011
2014
Q4 		$8.2M Sell
218,037
-6,843
-3% -$241K ﹤0.01% 1965
2014
Q3 		$7.48M Buy
224,880
+47,778
+27% +$1.71M ﹤0.01% 1999
2014
Q2 		$6.72M Buy
177,102
+3,872
+2% +$147K ﹤0.01% 2116
2014
Q1 		$6.4M Buy
173,230
+21,087
+14% +$764K ﹤0.01% 2154
2013
Q4 		$5.15M Sell
152,143
-11,933
-7% -$418K ﹤0.01% 2243
2013
Q3 		$5.84M Buy
164,076
+11,443
+7% +$420K ﹤0.01% 2083
2013
Q2 		$5.64M Buy
+152,633
New +$6.24M ﹤0.01% 2022

Other funds holding LPT

MPPLM
Midwest Professional Planners Ltd (MPPL) Wausau, Wisconsin $425M AUM 28.89% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

Wells Fargo's LPT Position: Q1 2020 in Review

Wells Fargo sold out of Liberty Property Trust (LPT) in Q1 2020, closing a stake of 197,299 shares — an estimated $11.8M sold.

Wells Fargo first reported a position in LPT in Q2 2013 and held it in 27 quarters. The position peaked at $19.2M in Q1 2019. 2 funds tracked by Wall St. Rank hold LPT as of Q1 2020.

  • Wells Fargo reported no remaining Liberty Property Trust position as of Q1 2020 after selling out during the quarter.
  • Wells Fargo sold 197,299 Liberty Property Trust shares in Q1 2020, an estimated $11.8M.
  • Wells Fargo first reported a position in Liberty Property Trust in Q2 2013 and held it in 27 quarters.
  • Wells Fargo's Liberty Property Trust position peaked at $19.2M in Q1 2019.
  • 2 funds tracked by Wall St. Rank held Liberty Property Trust as of Q1 2020.

Based on Wells Fargo's 13F filing for Q1 2020, filed 14 May 2020.