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KCS Wealth Advisory’s LXP Industrial Trust LXP Stock Holding History

KCS Wealth Advisory’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
2019
Q4 		– Sell
-5,240
Closed -$269K – 297
2019
Q3 		$269K Sell
5,240
-261
-5% -$13.1K 0.19% 128
2019
Q2 		$259K Sell
5,501
-1,077
-16% -$49.7K 0.2% 132
2019
Q1 		$298K Sell
6,578
-9,037
-58% -$412K 0.26% 121
2018
Q4 		$641K Buy
15,615
+936
+6% +$38.6K 0.68% 67
2018
Q3 		$609K Buy
14,679
+1,973
+16% +$86.2K 0.57% 83
2018
Q2 		$555K Buy
12,706
+3,423
+37% +$142K 0.52% 84
2018
Q1 		$365K Buy
+9,283
New +$395K 0.33% 115

Other funds holding LXP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

KCS Wealth Advisory's LXP Position: Q4 2019 in Review

KCS Wealth Advisory sold out of LXP Industrial Trust (LXP) in Q4 2019, closing a stake of 5,240 shares — an estimated $269K sold.

KCS Wealth Advisory first reported a position in LXP in Q1 2018 and held it in 7 quarters. The position peaked at $641K in Q4 2018. 273 funds tracked by Wall St. Rank hold LXP as of Q4 2019.

  • KCS Wealth Advisory reported no remaining LXP Industrial Trust position as of Q4 2019 after selling out during the quarter.
  • KCS Wealth Advisory sold 5,240 LXP Industrial Trust shares in Q4 2019, an estimated $269K.
  • KCS Wealth Advisory first reported a position in LXP Industrial Trust in Q1 2018 and held it in 7 quarters.
  • KCS Wealth Advisory's LXP Industrial Trust position peaked at $641K in Q4 2018.
  • 273 funds tracked by Wall St. Rank held LXP Industrial Trust as of Q4 2019.

Based on KCS Wealth Advisory's 13F filing for Q4 2019, filed 15 Jan 2020.