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Wealthspire Advisors (Maryland)’s LXP Industrial Trust LXP Stock Holding History

Wealthspire Advisors (Maryland)’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
-182
Closed -$8K – 1340
2019
Q1 		$8K Hold
182
– – ﹤0.01% 1630
2018
Q4 		$7K Sell
182
-12
-6% -$495 ﹤0.01% 1602
2018
Q3 		$8K Buy
194
+22
+13% +$961 ﹤0.01% 1613
2018
Q2 		$7K Buy
172
+24
+16% +$995 ﹤0.01% 1667
2018
Q1 		$6K Buy
148
+5
+3% +$213 ﹤0.01% 1744
2017
Q4 		$7K Buy
143
+60
+72% +$3.08K ﹤0.01% 1724
2017
Q3 		$4K Sell
83
-2
-2% -$100 ﹤0.01% 1853
2017
Q2 		$4K Buy
85
+41
+93% +$2.05K ﹤0.01% 1826
2017
Q1 		$2K Buy
44
+15
+52% +$800 ﹤0.01% 1698
2016
Q4 		$2K Hold
29
– – ﹤0.01% 1557
2016
Q3 		$1K Hold
29
– – ﹤0.01% 1646
2016
Q2 		$1K Hold
29
– – ﹤0.01% 1612
2016
Q1 		$1K Sell
29
-8
-22% -$308 ﹤0.01% 1658
2015
Q4 		$1K Buy
+37
New +$1.57K ﹤0.01% 1635

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 $3.38T AUM 44.17% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
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

Wealthspire Advisors (Maryland)'s LXP Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of LXP Industrial Trust (LXP) in Q2 2019, closing a stake of 182 shares — an estimated $8K sold.

Wealthspire Advisors (Maryland) first reported a position in LXP in Q4 2015 and held it in 14 quarters. The position peaked at $8K in Q1 2019. 256 funds tracked by Wall St. Rank hold LXP as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining LXP Industrial Trust position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 182 LXP Industrial Trust shares in Q2 2019, an estimated $8K.
  • Wealthspire Advisors (Maryland) first reported a position in LXP Industrial Trust in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s LXP Industrial Trust position peaked at $8K in Q1 2019.
  • 256 funds tracked by Wall St. Rank held LXP Industrial Trust as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.