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Charter Oak Partners Management’s LSB Industries LXU Stock Holding History

Charter Oak Partners 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
2014
Q3 		– Sell
-65,000
Closed -$2.08M – 32
2014
Q2 		$2.08M Buy
+65,000
New +$1.94M 1.13% 26

Other funds holding LXU

AR
Advisory Research Chicago, Illinois $1B AUM 50.12% 1-Year Est. Return
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
TAM
Third Avenue Management New York $625M AUM 48.93% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
SV
Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return
GJL
Gendell Jeffrey L $11.3B AUM 163.05% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Charter Oak Partners Management's LXU Position: Q3 2014 in Review

Charter Oak Partners Management sold out of LSB Industries (LXU) in Q3 2014, closing a stake of 65,000 shares — an estimated $2.08M sold.

Charter Oak Partners Management first reported a position in LXU in Q2 2014 and held it in 1 quarter. The position peaked at $2.08M in Q2 2014. 142 funds tracked by Wall St. Rank hold LXU as of Q3 2014.

  • Charter Oak Partners Management reported no remaining LSB Industries position as of Q3 2014 after selling out during the quarter.
  • Charter Oak Partners Management sold 65,000 LSB Industries shares in Q3 2014, an estimated $2.08M.
  • Charter Oak Partners Management first reported a position in LSB Industries in Q2 2014 and held it in 1 quarter.
  • Charter Oak Partners Management's LSB Industries position peaked at $2.08M in Q2 2014.
  • 142 funds tracked by Wall St. Rank held LSB Industries as of Q3 2014.

Based on Charter Oak Partners Management's 13F filing for Q3 2014, filed 13 Nov 2014.