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Transform Wealth’s LXP Industrial Trust LXP Stock Holding History

Transform Wealth’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
2016
Q4 		– Sell
-2,750
Closed -$142K – 215
2016
Q3 		$142K Sell
2,750
-1,520
-36% -$80.2K 0.06% 198
2016
Q2 		$216K Buy
+4,270
New +$197K 0.09% 195

Other funds holding LXP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 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 $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Transform Wealth's LXP Position: Q4 2016 in Review

Transform Wealth sold out of LXP Industrial Trust (LXP) in Q4 2016, closing a stake of 2,750 shares — an estimated $142K sold.

Transform Wealth first reported a position in LXP in Q2 2016 and held it in 2 quarters. The position peaked at $216K in Q2 2016. 264 funds tracked by Wall St. Rank hold LXP as of Q4 2016.

  • Transform Wealth reported no remaining LXP Industrial Trust position as of Q4 2016 after selling out during the quarter.
  • Transform Wealth sold 2,750 LXP Industrial Trust shares in Q4 2016, an estimated $142K.
  • Transform Wealth first reported a position in LXP Industrial Trust in Q2 2016 and held it in 2 quarters.
  • Transform Wealth's LXP Industrial Trust position peaked at $216K in Q2 2016.
  • 264 funds tracked by Wall St. Rank held LXP Industrial Trust as of Q4 2016.

Based on Transform Wealth's 13F filing for Q4 2016, filed 13 Feb 2017.