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Beacon Financial Group’s LXP Industrial Trust LXP Stock Holding History

Beacon Financial Group’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
2015
Q1 		– Sell
-4,339
Closed -$243K – 176
2014
Q4 		$243K Sell
4,339
-4,659
-52% -$251K 0.05% 162
2014
Q3 		$448K Buy
8,998
+218
+2% +$11.8K 0.1% 127
2014
Q2 		$484K Sell
8,780
-2,100
-19% -$116K 0.11% 119
2014
Q1 		$586K Buy
10,880
+1,471
+16% +$79.8K 0.12% 109
2013
Q4 		$482K Buy
9,409
+977
+12% +$53.3K 0.09% 134
2013
Q3 		$479K Buy
+8,432
New +$509K 0.1% 126

Other funds holding LXP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

Beacon Financial Group's LXP Position: Q1 2015 in Review

Beacon Financial Group sold out of LXP Industrial Trust (LXP) in Q1 2015, closing a stake of 4,339 shares — an estimated $243K sold.

Beacon Financial Group first reported a position in LXP in Q3 2013 and held it in 6 quarters. The position peaked at $586K in Q1 2014. 242 funds tracked by Wall St. Rank hold LXP as of Q1 2015.

  • Beacon Financial Group reported no remaining LXP Industrial Trust position as of Q1 2015 after selling out during the quarter.
  • Beacon Financial Group sold 4,339 LXP Industrial Trust shares in Q1 2015, an estimated $243K.
  • Beacon Financial Group first reported a position in LXP Industrial Trust in Q3 2013 and held it in 6 quarters.
  • Beacon Financial Group's LXP Industrial Trust position peaked at $586K in Q1 2014.
  • 242 funds tracked by Wall St. Rank held LXP Industrial Trust as of Q1 2015.

Based on Beacon Financial Group's 13F filing for Q1 2015, filed 2 Apr 2015.