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

Evercore 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 Q2	–	Sell	-3,200	Closed	-$160K	–	1013
2017 Q1	$160K	Hold	3,200	–	–	0.01%	404
2016 Q4	$173K	Hold	3,200	–	–	0.01%	401
2016 Q3	$165K	Sell	3,200 -780	-20%	-$41.1K	0.01%	413
2016 Q2	$201K	Sell	3,980 -1,600	-29%	-$73.9K	0.01%	360
2016 Q1	$240K	Hold	5,580	–	–	0.01%	325
2015 Q4	$223K	Sell	5,580 -860	-13%	-$36.5K	0.01%	349
2015 Q3	$261K	Sell	6,440 -1,000	-13%	-$42.2K	0.01%	348
2015 Q2	$315K	Hold	7,440	–	–	0.01%	342
2015 Q1	$365K	Sell	7,440 -1,140	-13%	-$61.7K	0.02%	321
2014 Q4	$472K	Hold	8,580	–	–	0.02%	249
2014 Q3	$420K	Hold	8,580	–	–	0.02%	289
2014 Q2	$472K	Hold	8,580	–	–	0.02%	272
2014 Q1	$468K	Hold	8,580	–	–	0.03%	265
2013 Q4	$438K	Sell	8,580 -140	-2%	-$7.63K	0.02%	275
2013 Q3	$489K	Hold	8,720	–	–	0.03%	278
2013 Q2	$510K	Buy	+8,720	New	+$539K	0.03%	277

Other funds holding LXP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Evercore Wealth Management's LXP Position: Q2 2017 in Review

Evercore Wealth Management sold out of LXP Industrial Trust (LXP) in Q2 2017, closing a stake of 3,200 shares — an estimated $160K sold.

Evercore Wealth Management first reported a position in LXP in Q2 2013 and held it in 16 quarters. The position peaked at $510K in Q2 2013. 249 funds tracked by Wall St. Rank hold LXP as of Q2 2017.

Evercore Wealth Management reported no remaining LXP Industrial Trust position as of Q2 2017 after selling out during the quarter.
Evercore Wealth Management sold 3,200 LXP Industrial Trust shares in Q2 2017, an estimated $160K.
Evercore Wealth Management first reported a position in LXP Industrial Trust in Q2 2013 and held it in 16 quarters.
Evercore Wealth Management's LXP Industrial Trust position peaked at $510K in Q2 2013.
249 funds tracked by Wall St. Rank held LXP Industrial Trust as of Q2 2017.

Based on Evercore Wealth Management's 13F filing for Q2 2017, filed 11 Aug 2017.