JIC
LXP icon

Joel Isaacson & Co’s LXP Industrial Trust LXP Stock Holding History

Joel Isaacson & Co’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
2013
Q4 		– Sell
-97
Closed -$5K – 513
2013
Q3 		$5K Hold
97
– – ﹤0.01% 443
2013
Q2 		$6K Buy
+97
New +$5.99K ﹤0.01% 403

Other funds holding LXP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Joel Isaacson & Co's LXP Position: Q4 2013 in Review

Joel Isaacson & Co sold out of LXP Industrial Trust (LXP) in Q4 2013, closing a stake of 97 shares — an estimated $5K sold.

Joel Isaacson & Co first reported a position in LXP in Q2 2013 and held it in 2 quarters. The position peaked at $6K in Q2 2013. 241 funds tracked by Wall St. Rank hold LXP as of Q4 2013.

  • Joel Isaacson & Co reported no remaining LXP Industrial Trust position as of Q4 2013 after selling out during the quarter.
  • Joel Isaacson & Co sold 97 LXP Industrial Trust shares in Q4 2013, an estimated $5K.
  • Joel Isaacson & Co first reported a position in LXP Industrial Trust in Q2 2013 and held it in 2 quarters.
  • Joel Isaacson & Co's LXP Industrial Trust position peaked at $6K in Q2 2013.
  • 241 funds tracked by Wall St. Rank held LXP Industrial Trust as of Q4 2013.

Based on Joel Isaacson & Co's 13F filing for Q4 2013, filed 12 Feb 2014.