CA
LXP icon

CapWealth Advisors’s LXP Industrial Trust LXP Stock Holding History

CapWealth Advisors’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
2014
Q4 		– Sell
-200
Closed -$10K – 200
2014
Q3 		$10K Hold
200
– – ﹤0.01% 235
2014
Q2 		$11K Buy
+200
New +$11.1K ﹤0.01% 236

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
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

CapWealth Advisors's LXP Position: Q4 2014 in Review

CapWealth Advisors sold out of LXP Industrial Trust (LXP) in Q4 2014, closing a stake of 200 shares — an estimated $10K sold.

CapWealth Advisors first reported a position in LXP in Q2 2014 and held it in 2 quarters. The position peaked at $11K in Q2 2014. 239 funds tracked by Wall St. Rank hold LXP as of Q4 2014.

  • CapWealth Advisors reported no remaining LXP Industrial Trust position as of Q4 2014 after selling out during the quarter.
  • CapWealth Advisors sold 200 LXP Industrial Trust shares in Q4 2014, an estimated $10K.
  • CapWealth Advisors first reported a position in LXP Industrial Trust in Q2 2014 and held it in 2 quarters.
  • CapWealth Advisors's LXP Industrial Trust position peaked at $11K in Q2 2014.
  • 239 funds tracked by Wall St. Rank held LXP Industrial Trust as of Q4 2014.

Based on CapWealth Advisors's 13F filing for Q4 2014, filed 11 Feb 2015.