WIC
LPT

Woodmont Investment Counsel’s Liberty Property Trust LPT Stock Holding History

Woodmont Investment Counsel’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
2016
Q4 		– Sell
-132
Closed -$5K – 691
2016
Q3 		$5K Buy
+132
New +$5.34K ﹤0.01% 572

Other funds holding LPT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return

Woodmont Investment Counsel's LPT Position: Q4 2016 in Review

Woodmont Investment Counsel sold out of Liberty Property Trust (LPT) in Q4 2016, closing a stake of 132 shares — an estimated $5K sold.

Woodmont Investment Counsel first reported a position in LPT in Q3 2016 and held it in 1 quarter. The position peaked at $5K in Q3 2016. 332 funds tracked by Wall St. Rank hold LPT as of Q4 2016.

  • Woodmont Investment Counsel reported no remaining Liberty Property Trust position as of Q4 2016 after selling out during the quarter.
  • Woodmont Investment Counsel sold 132 Liberty Property Trust shares in Q4 2016, an estimated $5K.
  • Woodmont Investment Counsel first reported a position in Liberty Property Trust in Q3 2016 and held it in 1 quarter.
  • Woodmont Investment Counsel's Liberty Property Trust position peaked at $5K in Q3 2016.
  • 332 funds tracked by Wall St. Rank held Liberty Property Trust as of Q4 2016.

Based on Woodmont Investment Counsel's 13F filing for Q4 2016, filed 13 Feb 2017.