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BCWM LLC’s LXP Industrial Trust LXP Stock Holding History

BCWM LLC’s Portfolio LXP Stock Details LXP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-44,441
Closed -$2.2M – 72
2017
Q2 		$2.2M Buy
44,441
+318
+0.7% +$15.9K 0.98% 46
2017
Q1 		$2.2M Sell
44,123
-122
-0.3% -$6.5K 0.99% 50
2016
Q4 		$2.39M Buy
44,245
+689
+2% +$35.1K 1.11% 42
2016
Q3 		$2.24M Sell
43,556
-209
-0.5% -$11K 1.04% 43
2016
Q2 		$2.21M Buy
43,765
+364
+0.8% +$16.8K 1.06% 45
2016
Q1 		$1.87M Buy
43,401
+16
+0% +$616 1.04% 45
2015
Q4 		$1.74M Buy
43,385
+13,870
+47% +$588K 1.04% 43
2015
Q3 		$1.2M Buy
+29,515
New +$1.25M 0.59% 65

Other funds holding LXP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BCWM LLC's LXP Position: Q3 2017 in Review

BCWM LLC sold out of LXP Industrial Trust (LXP) in Q3 2017, closing a stake of 44,441 shares — an estimated $2.2M sold.

BCWM LLC first reported a position in LXP in Q3 2015 and held it in 8 quarters. The position peaked at $2.39M in Q4 2016. 245 funds tracked by Wall St. Rank hold LXP as of Q3 2017.

  • BCWM LLC reported no remaining LXP Industrial Trust position as of Q3 2017 after selling out during the quarter.
  • BCWM LLC sold 44,441 LXP Industrial Trust shares in Q3 2017, an estimated $2.2M.
  • BCWM LLC first reported a position in LXP Industrial Trust in Q3 2015 and held it in 8 quarters.
  • BCWM LLC's LXP Industrial Trust position peaked at $2.39M in Q4 2016.
  • 245 funds tracked by Wall St. Rank held LXP Industrial Trust as of Q3 2017.

Based on BCWM LLC's 13F filing for Q3 2017, filed 14 Nov 2017.