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Edge Wealth Management’s LXP Industrial Trust LXP Stock Holding History

Edge Wealth Management’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
Q1 		– Sell
-454
Closed -$24K – 531
2016
Q4 		$24K Hold
454
– – 0.01% 254
2016
Q3 		$23K Hold
454
– – 0.01% 257
2016
Q2 		$23K Buy
+454
New +$21K 0.01% 242

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 $3.38T AUM 44.17% 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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Edge Wealth Management's LXP Position: Q1 2017 in Review

Edge Wealth Management sold out of LXP Industrial Trust (LXP) in Q1 2017, closing a stake of 454 shares — an estimated $24K sold.

Edge Wealth Management first reported a position in LXP in Q2 2016 and held it in 3 quarters. The position peaked at $24K in Q4 2016. 259 funds tracked by Wall St. Rank hold LXP as of Q1 2017.

  • Edge Wealth Management reported no remaining LXP Industrial Trust position as of Q1 2017 after selling out during the quarter.
  • Edge Wealth Management sold 454 LXP Industrial Trust shares in Q1 2017, an estimated $24K.
  • Edge Wealth Management first reported a position in LXP Industrial Trust in Q2 2016 and held it in 3 quarters.
  • Edge Wealth Management's LXP Industrial Trust position peaked at $24K in Q4 2016.
  • 259 funds tracked by Wall St. Rank held LXP Industrial Trust as of Q1 2017.

Based on Edge Wealth Management's 13F filing for Q1 2017, filed 12 Apr 2017.