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Independent Portfolio Consultants’s LXP Industrial Trust LXP Stock Holding History

Independent Portfolio Consultants’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 		$80K Sell
1,611
-872
-35% -$43.5K 0.03% 442
2017
Q1 		$124K Sell
2,483
-205
-8% -$10.9K 0.04% 405
2016
Q4 		$145K Sell
2,688
-840
-24% -$42.8K 0.05% 376
2016
Q3 		$182K Sell
3,528
-206
-6% -$10.9K 0.06% 347
2016
Q2 		$189K Sell
3,734
-10
-0.3% -$462 0.06% 342
2016
Q1 		$161K Buy
3,744
+934
+33% +$36K 0.05% 388
2015
Q4 		$112K Sell
2,810
-455
-14% -$19.3K 0.03% 446
2015
Q3 		$132K Buy
3,265
+28
+0.9% +$1.18K 0.03% 411
2015
Q2 		$137K Buy
3,237
+82
+3% +$3.82K 0.03% 438
2015
Q1 		$155K Buy
3,155
+304
+11% +$16.5K 0.03% 404
2014
Q4 		$157K Sell
2,851
-5,820
-67% -$313K 0.03% 413
2014
Q3 		$424K Sell
8,671
-834
-9% -$45.3K 0.11% 272
2014
Q2 		$523K Sell
9,505
-116
-1% -$6.43K 0.15% 222
2014
Q1 		$524K Buy
9,621
+326
+4% +$17.7K 0.17% 209
2013
Q4 		$475K Sell
9,295
-1,014
-10% -$55.3K 0.17% 249
2013
Q3 		$579K Sell
10,309
-184
-2% -$11.1K 0.23% 161
2013
Q2 		$613K Buy
+10,493
New +$648K 0.28% 112

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

Independent Portfolio Consultants's LXP Position: Q2 2017 in Review

Independent Portfolio Consultants reduced its LXP Industrial Trust (LXP) stake by 35% in Q2 2017, selling an estimated $43.5K and leaving 1,611 shares worth $80K. The position accounts for 0.03% of the portfolio, ranked #442.

Independent Portfolio Consultants first reported a position in LXP in Q2 2013 and has held it in 17 quarters since. The position peaked at $613K in Q2 2013. 249 funds tracked by Wall St. Rank hold LXP as of Q2 2017.

  • Independent Portfolio Consultants held 1,611 shares of LXP Industrial Trust worth $80K as of Q2 2017.
  • Independent Portfolio Consultants sold 872 LXP Industrial Trust shares in Q2 2017, an estimated $43.5K.
  • LXP Industrial Trust made up 0.03% of Independent Portfolio Consultants's portfolio in Q2 2017, its #442 holding.
  • Independent Portfolio Consultants first reported a position in LXP Industrial Trust in Q2 2013 and has held it in 17 quarters since.
  • Independent Portfolio Consultants's LXP Industrial Trust position peaked at $613K in Q2 2013.
  • 249 funds tracked by Wall St. Rank held LXP Industrial Trust as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.