FPFS
LTXB

First Personal Financial Services’s LegacyTexas Financial Group Inc LTXB Stock Holding History

First Personal Financial Services’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
2018
Q2 		– Sell
-230
Closed -$10K – 1018
2018
Q1 		$10K Hold
230
– – ﹤0.01% 794
2017
Q4 		$10K Buy
230
+23
+11% +$920 ﹤0.01% 791
2017
Q3 		$8K Buy
207
+4
+2% +$151 ﹤0.01% 747
2017
Q2 		$8K Buy
203
+89
+78% +$3.31K ﹤0.01% 753
2017
Q1 		$5K Buy
+114
New +$4.75K ﹤0.01% 804

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
SCM
Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

First Personal Financial Services's LTXB Position: Q2 2018 in Review

First Personal Financial Services sold out of LegacyTexas Financial Group Inc (LTXB) in Q2 2018, closing a stake of 230 shares — an estimated $10K sold.

First Personal Financial Services first reported a position in LTXB in Q1 2017 and held it in 5 quarters. The position peaked at $10K in Q1 2018. 190 funds tracked by Wall St. Rank hold LTXB as of Q2 2018.

  • First Personal Financial Services reported no remaining LegacyTexas Financial Group Inc position as of Q2 2018 after selling out during the quarter.
  • First Personal Financial Services sold 230 LegacyTexas Financial Group Inc shares in Q2 2018, an estimated $10K.
  • First Personal Financial Services first reported a position in LegacyTexas Financial Group Inc in Q1 2017 and held it in 5 quarters.
  • First Personal Financial Services's LegacyTexas Financial Group Inc position peaked at $10K in Q1 2018.
  • 190 funds tracked by Wall St. Rank held LegacyTexas Financial Group Inc as of Q2 2018.

Based on First Personal Financial Services's 13F filing for Q2 2018, filed 7 Aug 2018.