Advisory Research’s LegacyTexas Financial Group Inc LTXB Stock Holding History

Advisory Research’s Portfolio LTXB Stock Details LTXB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-220,088	Closed	-$7.06M	–	399
2018 Q4	$7.06M	Sell	220,088 -6,201	-3%	-$237K	0.15%	123
2018 Q3	$9.64M	Sell	226,289 -157,050	-41%	-$6.89M	0.16%	120
2018 Q2	$15M	Sell	383,339 -19,925	-5%	-$843K	0.24%	109
2018 Q1	$17.3M	Sell	403,264 -148,840	-27%	-$6.52M	0.31%	93
2017 Q4	$23.3M	Sell	552,104 -52,931	-9%	-$2.12M	0.39%	74
2017 Q3	$24.2M	Buy	605,035 +206,819	+52%	+$7.79M	0.38%	73
2017 Q2	$15.2M	Buy	+398,216	New	+$14.8M	0.24%	100

Other funds holding LTXB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

SCM

Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return

Advisory Research's LTXB Position: Q1 2019 in Review

Advisory Research sold out of LegacyTexas Financial Group Inc (LTXB) in Q1 2019, closing a stake of 220,088 shares — an estimated $7.06M sold.

Advisory Research first reported a position in LTXB in Q2 2017 and held it in 7 quarters. The position peaked at $24.2M in Q3 2017. 180 funds tracked by Wall St. Rank hold LTXB as of Q1 2019.

Advisory Research reported no remaining LegacyTexas Financial Group Inc position as of Q1 2019 after selling out during the quarter.
Advisory Research sold 220,088 LegacyTexas Financial Group Inc shares in Q1 2019, an estimated $7.06M.
Advisory Research first reported a position in LegacyTexas Financial Group Inc in Q2 2017 and held it in 7 quarters.
Advisory Research's LegacyTexas Financial Group Inc position peaked at $24.2M in Q3 2017.
180 funds tracked by Wall St. Rank held LegacyTexas Financial Group Inc as of Q1 2019.

Based on Advisory Research's 13F filing for Q1 2019, filed 15 May 2019.