CWSR
LTXB

Chessman Wealth Strategies RIA’s LegacyTexas Financial Group Inc LTXB Stock Holding History

Chessman Wealth Strategies RIA’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 		– Sell
-6,348
Closed -$237K – 24
2019
Q1 		$237K Hold
6,348
– – 0.2% 16
2018
Q4 		$204K Hold
6,348
– – 0.22% 21
2018
Q3 		$270K Hold
6,348
– – 0.24% 25
2018
Q2 		$248K Hold
6,348
– – 0.22% 22
2018
Q1 		$272K Hold
6,348
– – 0.34% 20
2017
Q4 		$268K Buy
+6,348
New +$254K 0.27% 23

Other funds holding LTXB

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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 190.63% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Chessman Wealth Strategies RIA's LTXB Position: Q2 2019 in Review

Chessman Wealth Strategies RIA sold out of LegacyTexas Financial Group Inc (LTXB) in Q2 2019, closing a stake of 6,348 shares — an estimated $237K sold.

Chessman Wealth Strategies RIA first reported a position in LTXB in Q4 2017 and held it in 6 quarters. The position peaked at $272K in Q1 2018. 183 funds tracked by Wall St. Rank hold LTXB as of Q2 2019.

  • Chessman Wealth Strategies RIA reported no remaining LegacyTexas Financial Group Inc position as of Q2 2019 after selling out during the quarter.
  • Chessman Wealth Strategies RIA sold 6,348 LegacyTexas Financial Group Inc shares in Q2 2019, an estimated $237K.
  • Chessman Wealth Strategies RIA first reported a position in LegacyTexas Financial Group Inc in Q4 2017 and held it in 6 quarters.
  • Chessman Wealth Strategies RIA's LegacyTexas Financial Group Inc position peaked at $272K in Q1 2018.
  • 183 funds tracked by Wall St. Rank held LegacyTexas Financial Group Inc as of Q2 2019.

Based on Chessman Wealth Strategies RIA's 13F filing for Q2 2019, filed 19 Jul 2019.