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Baystate Wealth Management’s LSB Industries LXU Stock Holding History

Baystate Wealth Management’s Portfolio LXU Stock Details LXU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-647
Closed -$15K – 142
2013
Q2 		$15K Buy
+647
New +$16.2K 0.01% 167

Other funds holding LXU

AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
TAM
Third Avenue Management New York $616M AUM 45.6% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TCP
TAMRO Capital Partners Alexandria, Virginia $369M AUM 1.2% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return

Baystate Wealth Management's LXU Position: Q3 2013 in Review

Baystate Wealth Management sold out of LSB Industries (LXU) in Q3 2013, closing a stake of 647 shares — an estimated $15K sold.

Baystate Wealth Management first reported a position in LXU in Q2 2013 and held it in 1 quarter. The position peaked at $15K in Q2 2013. 131 funds tracked by Wall St. Rank hold LXU as of Q3 2013.

  • Baystate Wealth Management reported no remaining LSB Industries position as of Q3 2013 after selling out during the quarter.
  • Baystate Wealth Management sold 647 LSB Industries shares in Q3 2013, an estimated $15K.
  • Baystate Wealth Management first reported a position in LSB Industries in Q2 2013 and held it in 1 quarter.
  • Baystate Wealth Management's LSB Industries position peaked at $15K in Q2 2013.
  • 131 funds tracked by Wall St. Rank held LSB Industries as of Q3 2013.

Based on Baystate Wealth Management's 13F filing for Q3 2013, filed 8 Oct 2013.