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Ropes Wealth Advisors’s LXP Industrial Trust LXP Stock Holding History

Ropes Wealth 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
2018
Q1 		– Sell
-135
Closed -$6K – 683
2017
Q4 		$6K Hold
135
– – ﹤0.01% 591
2017
Q3 		$7K Buy
+135
New +$6.75K ﹤0.01% 548

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Ropes Wealth Advisors's LXP Position: Q1 2018 in Review

Ropes Wealth Advisors sold out of LXP Industrial Trust (LXP) in Q1 2018, closing a stake of 135 shares — an estimated $6K sold.

Ropes Wealth Advisors first reported a position in LXP in Q3 2017 and held it in 2 quarters. The position peaked at $7K in Q3 2017. 238 funds tracked by Wall St. Rank hold LXP as of Q1 2018.

  • Ropes Wealth Advisors reported no remaining LXP Industrial Trust position as of Q1 2018 after selling out during the quarter.
  • Ropes Wealth Advisors sold 135 LXP Industrial Trust shares in Q1 2018, an estimated $6K.
  • Ropes Wealth Advisors first reported a position in LXP Industrial Trust in Q3 2017 and held it in 2 quarters.
  • Ropes Wealth Advisors's LXP Industrial Trust position peaked at $7K in Q3 2017.
  • 238 funds tracked by Wall St. Rank held LXP Industrial Trust as of Q1 2018.

Based on Ropes Wealth Advisors's 13F filing for Q1 2018, filed 30 Apr 2018.