WA
LPT

Winfield Associates’s Liberty Property Trust LPT Stock Holding History

Winfield Associates’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
Q1 		– Sell
-100
Closed -$5K – 762
2017
Q4 		$5K Hold
100
– – ﹤0.01% 539
2017
Q3 		$4K Hold
100
– – ﹤0.01% 542
2017
Q2 		$4K Hold
100
– – ﹤0.01% 602
2017
Q1 		$4K Hold
100
– – ﹤0.01% 512
2016
Q4 		$4K Hold
100
– – ﹤0.01% 479
2016
Q3 		$4K Hold
100
– – ﹤0.01% 455
2016
Q2 		$4K Hold
100
– – ﹤0.01% 444
2016
Q1 		$3K Buy
+100
New +$3K ﹤0.01% 466

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Winfield Associates's LPT Position: Q1 2018 in Review

Winfield Associates sold out of Liberty Property Trust (LPT) in Q1 2018, closing a stake of 100 shares — an estimated $5K sold.

Winfield Associates first reported a position in LPT in Q1 2016 and held it in 8 quarters. The position peaked at $5K in Q4 2017. 358 funds tracked by Wall St. Rank hold LPT as of Q1 2018.

  • Winfield Associates reported no remaining Liberty Property Trust position as of Q1 2018 after selling out during the quarter.
  • Winfield Associates sold 100 Liberty Property Trust shares in Q1 2018, an estimated $5K.
  • Winfield Associates first reported a position in Liberty Property Trust in Q1 2016 and held it in 8 quarters.
  • Winfield Associates's Liberty Property Trust position peaked at $5K in Q4 2017.
  • 358 funds tracked by Wall St. Rank held Liberty Property Trust as of Q1 2018.

Based on Winfield Associates's 13F filing for Q1 2018, filed 10 May 2018.