Integrated Wealth Management (Palm Desert)’s LXP Industrial Trust LXP Stock Holding History

Integrated Wealth Management (Palm Desert)’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
2016 Q4	–	Sell	-1,072	Closed	-$55K	–	696
2016 Q3	$55K	Buy	1,072 +3	+0.3%	+$158	0.02%	399
2016 Q2	$54K	Hold	1,069	–	–	0.02%	389
2016 Q1	$46K	Sell	1,069 -697	-39%	-$26.8K	0.02%	403
2015 Q4	$71K	Buy	1,766 +785	+80%	+$33.3K	0.03%	333
2015 Q3	$40K	Hold	981	–	–	0.02%	424
2015 Q2	$42K	Hold	981	–	–	0.02%	434
2015 Q1	$48K	Buy	+981	New	+$53.1K	0.02%	398

Other funds holding LXP

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

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

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

Integrated Wealth Management (Palm Desert)'s LXP Position: Q4 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of LXP Industrial Trust (LXP) in Q4 2016, closing a stake of 1,072 shares — an estimated $55K sold.

Integrated Wealth Management (Palm Desert) first reported a position in LXP in Q1 2015 and held it in 7 quarters. The position peaked at $71K in Q4 2015. 264 funds tracked by Wall St. Rank hold LXP as of Q4 2016.

Integrated Wealth Management (Palm Desert) reported no remaining LXP Industrial Trust position as of Q4 2016 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 1,072 LXP Industrial Trust shares in Q4 2016, an estimated $55K.
Integrated Wealth Management (Palm Desert) first reported a position in LXP Industrial Trust in Q1 2015 and held it in 7 quarters.
Integrated Wealth Management (Palm Desert)'s LXP Industrial Trust position peaked at $71K in Q4 2015.
264 funds tracked by Wall St. Rank held LXP Industrial Trust as of Q4 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2016, filed 6 Jan 2017.