EWM
LTXB

Elite Wealth Management’s LegacyTexas Financial Group Inc LTXB Stock Holding History

Elite Wealth Management’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
2014
Q1 		– Sell
-75
Closed -$2K – 727
2013
Q4 		$2K Buy
+75
New +$1.76K ﹤0.01% 721

Other funds holding LTXB

Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
KAM
Keeley Asset Management Chicago, Illinois $2.35B AUM 26.92% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Elite Wealth Management's LTXB Position: Q1 2014 in Review

Elite Wealth Management sold out of LegacyTexas Financial Group Inc (LTXB) in Q1 2014, closing a stake of 75 shares — an estimated $2K sold.

Elite Wealth Management first reported a position in LTXB in Q4 2013 and held it in 1 quarter. The position peaked at $2K in Q4 2013. 126 funds tracked by Wall St. Rank hold LTXB as of Q1 2014.

  • Elite Wealth Management reported no remaining LegacyTexas Financial Group Inc position as of Q1 2014 after selling out during the quarter.
  • Elite Wealth Management sold 75 LegacyTexas Financial Group Inc shares in Q1 2014, an estimated $2K.
  • Elite Wealth Management first reported a position in LegacyTexas Financial Group Inc in Q4 2013 and held it in 1 quarter.
  • Elite Wealth Management's LegacyTexas Financial Group Inc position peaked at $2K in Q4 2013.
  • 126 funds tracked by Wall St. Rank held LegacyTexas Financial Group Inc as of Q1 2014.

Based on Elite Wealth Management's 13F filing for Q1 2014, filed 23 Nov 2016.