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Legacy Financial Advisors’s LXP Industrial Trust LXP Stock Holding History

Legacy Financial Advisors’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
Q2 		– Sell
-22
Closed -$1K – 575
2019
Q1 		$1K Hold
22
– – ﹤0.01% 987
2018
Q4 		$1K Buy
+22
New +$907 ﹤0.01% 914
2018
Q3 		– Sell
-43
Closed -$2K – 923
2018
Q2 		$2K Buy
+43
New +$1.78K ﹤0.01% 823
2018
Q1 		– Sell
-24
Closed -$1K – 872
2017
Q4 		$1K Buy
+24
New +$1.23K ﹤0.01% 777

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Legacy Financial Advisors's LXP Position: Q2 2019 in Review

Legacy Financial Advisors sold out of LXP Industrial Trust (LXP) in Q2 2019, closing a stake of 22 shares — an estimated $1K sold.

Legacy Financial Advisors first reported a position in LXP in Q4 2017 and held it in 4 quarters. The position peaked at $2K in Q2 2018. 256 funds tracked by Wall St. Rank hold LXP as of Q2 2019.

  • Legacy Financial Advisors reported no remaining LXP Industrial Trust position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 22 LXP Industrial Trust shares in Q2 2019, an estimated $1K.
  • Legacy Financial Advisors first reported a position in LXP Industrial Trust in Q4 2017 and held it in 4 quarters.
  • Legacy Financial Advisors's LXP Industrial Trust position peaked at $2K in Q2 2018.
  • 256 funds tracked by Wall St. Rank held LXP Industrial Trust as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.