WIL
LPT

Winifred I. Li’s Liberty Property Trust LPT Stock Holding History

Winifred I. Li’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
2014
Q4 		$135K Hold
3,583
– – 0.13% 157
2014
Q3 		$119K Hold
3,583
– – 0.11% 163
2014
Q2 		$136K Hold
3,583
– – 0.12% 160
2014
Q1 		$132K Hold
3,583
– – 0.11% 161
2013
Q4 		$121K Hold
3,583
– – 0.1% 163
2013
Q3 		$128K Hold
3,583
– – 0.12% 156
2013
Q2 		$132K Buy
+3,583
New +$146K 0.12% 152

Other funds holding LPT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SAMC
Shinko Asset Management Company Tokyo, Japan $14.7B AUM 18.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

Winifred I. Li's LPT Position: Q4 2014 in Review

Winifred I. Li held its Liberty Property Trust (LPT) position steady in Q4 2014 at 3,583 shares worth $135K. The position accounts for 0.13% of the portfolio, ranked #157.

Winifred I. Li first reported a position in LPT in Q2 2013 and has held it in 7 quarters since. The position peaked at $136K in Q2 2014. 287 funds tracked by Wall St. Rank hold LPT as of Q4 2014.

  • Winifred I. Li held 3,583 shares of Liberty Property Trust worth $135K as of Q4 2014.
  • Winifred I. Li left its Liberty Property Trust share count unchanged in Q4 2014.
  • Liberty Property Trust made up 0.13% of Winifred I. Li's portfolio in Q4 2014, its #157 holding.
  • Winifred I. Li first reported a position in Liberty Property Trust in Q2 2013 and has held it in 7 quarters since.
  • Winifred I. Li's Liberty Property Trust position peaked at $136K in Q2 2014.
  • 287 funds tracked by Wall St. Rank held Liberty Property Trust as of Q4 2014.

Based on Winifred I. Li's 13F filing for Q4 2014, filed 19 Feb 2015.