WFG Advisors’s Liberty Property Trust LPT Stock Holding History

WFG Advisors’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
2017 Q2	$20K	Buy	+490	New	+$20.1K	﹤0.01%	971
2016 Q4	–	Sell	-1,476	Closed	-$60K	–	1800
2016 Q3	$60K	Hold	1,476	–	–	0.01%	659
2016 Q2	$59K	Hold	1,476	–	–	0.02%	649
2016 Q1	$49K	Hold	1,476	–	–	0.01%	673
2015 Q4	$46K	Hold	1,476	–	–	0.01%	685
2015 Q3	$47K	Hold	1,476	–	–	0.01%	668
2015 Q2	$48K	Sell	1,476 -645	-30%	-$22.5K	0.01%	742
2015 Q1	$76K	Buy	2,121 +100	+5%	+$3.81K	0.02%	616
2014 Q4	$76K	Buy	2,021 +1,021	+102%	+$35.9K	0.02%	728
2014 Q3	$33K	Hold	1,000	–	–	0.01%	1079
2014 Q2	$38K	Hold	1,000	–	–	0.01%	1025
2014 Q1	$37K	Sell	1,000 -520	-34%	-$18.8K	0.01%	1026
2013 Q4	$51K	Hold	1,520	–	–	0.01%	1001
2013 Q3	$54K	Buy	1,520 +520	+52%	+$19.1K	0.01%	905
2013 Q2	$37K	Buy	+1,000	New	+$40.9K	0.01%	1001

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

CIMLRA

CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return

PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return

WFG Advisors's LPT Position: Q2 2017 in Review

WFG Advisors opened a new position in Liberty Property Trust (LPT) in Q2 2017: 490 shares worth $20K. The stake represents ﹤0.01% of the portfolio and ranks #971 among its holdings. This is a return to the name: WFG Advisors previously reported a position in LPT as recently as Q3 2016.

WFG Advisors first reported a position in LPT in Q2 2013 and has held it in 15 quarters since. The position peaked at $76K in Q1 2015. 347 funds tracked by Wall St. Rank hold LPT as of Q2 2017.

WFG Advisors held 490 shares of Liberty Property Trust worth $20K as of Q2 2017.
Liberty Property Trust was a new WFG Advisors position in Q2 2017.
Liberty Property Trust made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #971 holding.
WFG Advisors first reported a position in Liberty Property Trust in Q2 2013 and has held it in 15 quarters since.
WFG Advisors's Liberty Property Trust position peaked at $76K in Q1 2015.
347 funds tracked by Wall St. Rank held Liberty Property Trust as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.