Envestnet Asset Management
LTXB

Envestnet Asset Management’s LegacyTexas Financial Group Inc LTXB Stock Holding History

Envestnet Asset 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
2019
Q3 		– Sell
-23,348
Closed -$950K – 3204
2019
Q2 		$950K Sell
23,348
-3,638
-13% -$143K ﹤0.01% 1969
2019
Q1 		$1.01M Buy
26,986
+2,518
+10% +$98.3K ﹤0.01% 1905
2018
Q4 		$785K Sell
24,468
-41,185
-63% -$1.57M ﹤0.01% 1890
2018
Q3 		$2.8M Sell
65,653
-12,326
-16% -$541K ﹤0.01% 541
2018
Q2 		$3.04M Buy
77,979
+66,465
+577% +$2.81M 0.01% 660
2018
Q1 		$493K Sell
11,514
-70,777
-86% -$3.1M ﹤0.01% 1213
2017
Q4 		$3.47M Sell
82,291
-1,746
-2% -$69.9K 0.01% 722
2017
Q3 		$3.35M Sell
84,037
-1,662
-2% -$62.6K 0.01% 707
2017
Q2 		$3.27M Buy
85,699
+5,003
+6% +$186K 0.01% 731
2017
Q1 		$3.22M Buy
80,696
+3,225
+4% +$134K 0.01% 738
2016
Q4 		$3.33M Buy
77,471
+52,757
+213% +$1.97M 0.01% 701
2016
Q3 		$782K Sell
24,714
-12,977
-34% -$384K ﹤0.01% 1363
2016
Q2 		$1.01M Sell
37,691
-3,480
-8% -$85K ﹤0.01% 1332
2016
Q1 		$809K Buy
41,171
+709
+2% +$13.8K ﹤0.01% 1415
2015
Q4 		$1.01M Sell
40,462
-1,518
-4% -$43.7K ﹤0.01% 1291
2015
Q3 		$1.28M Sell
41,980
-3,377
-7% -$98.7K 0.01% 1159
2015
Q2 		$1.37M Buy
+45,357
New +$1.19M 0.01% 1253
2014
Q4 		– Sell
-19,846
Closed -$475K – 2805
2014
Q3 		$475K Buy
19,846
+19,180
+2,880% +$493K ﹤0.01% 803
2014
Q2 		$18K Buy
666
+589
+765% +$15.5K ﹤0.01% 1802
2014
Q1 		$2K Hold
77
– – ﹤0.01% 2343
2013
Q4 		$2K Hold
77
– – ﹤0.01% 2289
2013
Q3 		$2K Hold
77
– – ﹤0.01% 2216
2013
Q2 		$2K Buy
+77
New +$1.49K ﹤0.01% 2134

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VI
Versor Investments New York $40.8M AUM 93.59% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return

Envestnet Asset Management's LTXB Position: Q3 2019 in Review

Envestnet Asset Management sold out of LegacyTexas Financial Group Inc (LTXB) in Q3 2019, closing a stake of 23,348 shares — an estimated $950K sold.

Envestnet Asset Management first reported a position in LTXB in Q2 2013 and held it in 23 quarters. The position peaked at $3.47M in Q4 2017. 163 funds tracked by Wall St. Rank hold LTXB as of Q3 2019.

  • Envestnet Asset Management reported no remaining LegacyTexas Financial Group Inc position as of Q3 2019 after selling out during the quarter.
  • Envestnet Asset Management sold 23,348 LegacyTexas Financial Group Inc shares in Q3 2019, an estimated $950K.
  • Envestnet Asset Management first reported a position in LegacyTexas Financial Group Inc in Q2 2013 and held it in 23 quarters.
  • Envestnet Asset Management's LegacyTexas Financial Group Inc position peaked at $3.47M in Q4 2017.
  • 163 funds tracked by Wall St. Rank held LegacyTexas Financial Group Inc as of Q3 2019.

Based on Envestnet Asset Management's 13F filing for Q3 2019, filed 17 Oct 2019.