BA
LTXB

Broadview Advisors’s LegacyTexas Financial Group Inc LTXB Stock Holding History

Broadview Advisors’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
Q2 		$4.31M Sell
105,828
-56,205
-35% -$2.2M 1.33% 39
2019
Q1 		$6.06M Sell
162,033
-16,900
-9% -$660K 1.65% 22
2018
Q4 		$5.74M Sell
178,933
-196,022
-52% -$7.49M 1.65% 25
2018
Q3 		$16M Sell
374,955
-68,650
-15% -$3.01M 2.72% 3
2018
Q2 		$17.3M Buy
443,605
+73,650
+20% +$3.12M 2.76% 2
2018
Q1 		$15.8M Buy
369,955
+955
+0.3% +$41.8K 2.6% 4
2017
Q4 		$15.6M Buy
369,000
+2,200
+0.6% +$88K 2.22% 9
2017
Q3 		$14.6M Sell
366,800
-28,830
-7% -$1.09M 2.14% 12
2017
Q2 		$15.1M Buy
395,630
+3,250
+0.8% +$121K 2.23% 10
2017
Q1 		$15.7M Buy
392,380
+48,700
+14% +$2.03M 2.16% 10
2016
Q4 		$14.8M Sell
343,680
-16,750
-5% -$625K 1.98% 15
2016
Q3 		$11.4M Sell
360,430
-30,800
-8% -$912K 1.61% 21
2016
Q2 		$10.5M Sell
391,230
-75,925
-16% -$1.85M 1.58% 19
2016
Q1 		$9.18M Buy
467,155
+213,966
+85% +$4.17M 1.32% 29
2015
Q4 		$6.33M Buy
253,189
+119,778
+90% +$3.45M 0.89% 47
2015
Q3 		$4.07M Sell
133,411
-140,269
-51% -$4.1M 0.56% 59
2015
Q2 		$8.27M Buy
273,680
+152,880
+127% +$4.02M 0.87% 50
2015
Q1 		$2.75M Buy
+120,800
New +$2.71M 0.27% 77

Other funds holding LTXB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Broadview Advisors's LTXB Position: Q2 2019 in Review

Broadview Advisors reduced its LegacyTexas Financial Group Inc (LTXB) stake by 35% in Q2 2019, selling an estimated $2.2M and leaving 105,828 shares worth $4.31M. The position accounts for 1.33% of the portfolio, ranked #39.

Broadview Advisors first reported a position in LTXB in Q1 2015 and has held it in 18 quarters since. The position peaked at $17.3M in Q2 2018. 183 funds tracked by Wall St. Rank hold LTXB as of Q2 2019.

  • Broadview Advisors held 105,828 shares of LegacyTexas Financial Group Inc worth $4.31M as of Q2 2019.
  • Broadview Advisors sold 56,205 LegacyTexas Financial Group Inc shares in Q2 2019, an estimated $2.2M.
  • LegacyTexas Financial Group Inc made up 1.33% of Broadview Advisors's portfolio in Q2 2019, its #39 holding.
  • Broadview Advisors first reported a position in LegacyTexas Financial Group Inc in Q1 2015 and has held it in 18 quarters since.
  • Broadview Advisors's LegacyTexas Financial Group Inc position peaked at $17.3M in Q2 2018.
  • 183 funds tracked by Wall St. Rank held LegacyTexas Financial Group Inc as of Q2 2019.

Based on Broadview Advisors's 13F filing for Q2 2019, filed 14 Aug 2019.