WealthTrust-Arizona’s LXP Industrial Trust LXP Stock Holding History

WealthTrust-Arizona’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 Q4	$26K	Buy	640 +14	+2%	+$577	0.02%	226
2018 Q3	$26K	Buy	626 +12	+2%	+$524	0.01%	235
2018 Q2	$27K	Buy	614 +14	+2%	+$581	0.01%	217
2018 Q1	$24K	Hold	600	–	–	0.01%	249
2017 Q4	$29K	Buy	600 +400	+200%	+$20.6K	0.01%	228
2017 Q3	$10K	Hold	200	–	–	0.01%	395
2017 Q2	$10K	Sell	200 -500	-71%	-$25K	0.01%	384
2017 Q1	$35K	Hold	700	–	–	0.02%	193
2016 Q4	$38K	Hold	700	–	–	0.02%	180
2016 Q3	$36K	Hold	700	–	–	0.02%	184
2016 Q2	$35K	Buy	700 +300	+75%	+$13.9K	0.02%	178
2016 Q1	$17K	Hold	400	–	–	0.01%	258
2015 Q4	$16K	Buy	400 +200	+100%	+$8.48K	0.01%	303
2015 Q3	$8K	Hold	200	–	–	0.01%	405
2015 Q2	$8K	Hold	200	–	–	﹤0.01%	432
2015 Q1	$10K	Buy	+200	New	+$10.8K	0.01%	405

Other funds holding LXP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

WealthTrust-Arizona's LXP Position: Q4 2018 in Review

WealthTrust-Arizona increased its LXP Industrial Trust (LXP) stake by 2.2% in Q4 2018, buying an estimated $577 and bringing the position to 640 shares worth $26K. The position accounts for 0.02% of the portfolio, ranked #226.

WealthTrust-Arizona first reported a position in LXP in Q1 2015 and has held it in 16 quarters since. The position peaked at $38K in Q4 2016. 266 funds tracked by Wall St. Rank hold LXP as of Q4 2018.

WealthTrust-Arizona held 640 shares of LXP Industrial Trust worth $26K as of Q4 2018.
WealthTrust-Arizona bought 14 LXP Industrial Trust shares in Q4 2018, an estimated $577.
LXP Industrial Trust made up 0.02% of WealthTrust-Arizona's portfolio in Q4 2018, its #226 holding.
WealthTrust-Arizona first reported a position in LXP Industrial Trust in Q1 2015 and has held it in 16 quarters since.
WealthTrust-Arizona's LXP Industrial Trust position peaked at $38K in Q4 2016.
266 funds tracked by Wall St. Rank held LXP Industrial Trust as of Q4 2018.

Based on WealthTrust-Arizona's 13F filing for Q4 2018, filed 7 Feb 2019.