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Next Financial Group’s LXP Industrial Trust LXP Stock Holding History

Next Financial Group’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
-3
Closed – – 2460
2019
Q3 		$0 Hold
3
– – ﹤0.01% 2370
2019
Q2 		$0 Hold
3
– – ﹤0.01% 2347
2019
Q1 		$0 Hold
3
– – ﹤0.01% 1912
2018
Q4 		$0 Buy
+3
New +$124 ﹤0.01% 2034
2017
Q2 		– Sell
-21
Closed -$1K – 1946
2017
Q1 		$1K Buy
+21
New +$1.12K ﹤0.01% 1802
2016
Q4 		– Sell
-27
Closed -$1K – 2438
2016
Q3 		$1K Buy
+27
New +$1.42K ﹤0.01% 2281
2016
Q1 		– Sell
-20
Closed – – 1799
2015
Q4 		$0 Hold
20
– – ﹤0.01% 1879
2015
Q3 		$0 Hold
20
– – ﹤0.01% 1897
2015
Q2 		$0 Hold
20
– – ﹤0.01% 1903
2015
Q1 		$0 Hold
20
– – ﹤0.01% 1907
2014
Q4 		$1K Sell
20
-748
-97% -$40.3K ﹤0.01% 1815
2014
Q3 		$38K Buy
+768
New +$41.7K 0.01% 1084

Other funds holding LXP

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Next Financial Group's LXP Position: Q4 2019 in Review

Next Financial Group sold out of LXP Industrial Trust (LXP) in Q4 2019, closing a stake of 3 shares.

Next Financial Group first reported a position in LXP in Q3 2014 and held it in 12 quarters. The position peaked at $38K in Q3 2014. 273 funds tracked by Wall St. Rank hold LXP as of Q4 2019.

  • Next Financial Group reported no remaining LXP Industrial Trust position as of Q4 2019 after selling out during the quarter.
  • Next Financial Group sold 3 LXP Industrial Trust shares in Q4 2019.
  • Next Financial Group first reported a position in LXP Industrial Trust in Q3 2014 and held it in 12 quarters.
  • Next Financial Group's LXP Industrial Trust position peaked at $38K in Q3 2014.
  • 273 funds tracked by Wall St. Rank held LXP Industrial Trust as of Q4 2019.

Based on Next Financial Group's 13F filing for Q4 2019, filed 21 Jan 2020.