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WFG Advisors’s LXP Industrial Trust LXP Stock Holding History

WFG 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
2015
Q2 		– Sell
-39
Closed -$2K – 1748
2015
Q1 		$2K Buy
39
+1
+3% +$54 ﹤0.01% 1551
2014
Q4 		$2K Hold
38
– – ﹤0.01% 1852
2014
Q3 		$2K Buy
+38
New +$2.06K ﹤0.01% 1877

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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
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

WFG Advisors's LXP Position: Q2 2015 in Review

WFG Advisors sold out of LXP Industrial Trust (LXP) in Q2 2015, closing a stake of 39 shares — an estimated $2K sold.

WFG Advisors first reported a position in LXP in Q3 2014 and held it in 3 quarters. The position peaked at $2K in Q1 2015. 249 funds tracked by Wall St. Rank hold LXP as of Q2 2015.

  • WFG Advisors reported no remaining LXP Industrial Trust position as of Q2 2015 after selling out during the quarter.
  • WFG Advisors sold 39 LXP Industrial Trust shares in Q2 2015, an estimated $2K.
  • WFG Advisors first reported a position in LXP Industrial Trust in Q3 2014 and held it in 3 quarters.
  • WFG Advisors's LXP Industrial Trust position peaked at $2K in Q1 2015.
  • 249 funds tracked by Wall St. Rank held LXP Industrial Trust as of Q2 2015.

Based on WFG Advisors's 13F filing for Q2 2015, filed 13 Aug 2015.