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United Capital Financial Advisors’s LXP Industrial Trust LXP Stock Holding History

United Capital 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
2018
Q2 		– Sell
-20,842
Closed -$820K – 1343
2018
Q1 		$820K Buy
20,842
+2,300
+12% +$97.8K 0.01% 821
2017
Q4 		$895K Sell
18,542
-1,661
-8% -$85.4K 0.01% 815
2017
Q3 		$1.03M Sell
20,203
-2,807
-12% -$140K 0.01% 770
2017
Q2 		$1.14M Buy
23,010
+1,377
+6% +$68.8K 0.01% 733
2017
Q1 		$1.08M Buy
21,633
+2,546
+13% +$136K 0.01% 725
2016
Q4 		$1.03M Buy
+19,087
New +$973K 0.01% 747

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

United Capital Financial Advisors's LXP Position: Q2 2018 in Review

United Capital Financial Advisors sold out of LXP Industrial Trust (LXP) in Q2 2018, closing a stake of 20,842 shares — an estimated $820K sold.

United Capital Financial Advisors first reported a position in LXP in Q4 2016 and held it in 6 quarters. The position peaked at $1.14M in Q2 2017. 245 funds tracked by Wall St. Rank hold LXP as of Q2 2018.

  • United Capital Financial Advisors reported no remaining LXP Industrial Trust position as of Q2 2018 after selling out during the quarter.
  • United Capital Financial Advisors sold 20,842 LXP Industrial Trust shares in Q2 2018, an estimated $820K.
  • United Capital Financial Advisors first reported a position in LXP Industrial Trust in Q4 2016 and held it in 6 quarters.
  • United Capital Financial Advisors's LXP Industrial Trust position peaked at $1.14M in Q2 2017.
  • 245 funds tracked by Wall St. Rank held LXP Industrial Trust as of Q2 2018.

Based on United Capital Financial Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.