Glenn Welling’s LSB Industries LXU Stock Holding History

Glenn Welling’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 Q2	–	Sell	-184,223	Closed	-$5.3M	–	13
2014 Q1	$5.3M	Hold	184,223	–	–	3.64%	8
2013 Q4	$5.81M	Buy	+184,223	New	+$4.77M	4.08%	7

Other funds holding LXU

Advisory Research Chicago, Illinois $1B AUM 50.12% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

LCM

Lonestar Capital Management San Francisco, California $345M AUM 80.24% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

Starboard Value New York $4.52B AUM 19.34% 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 Austin, Texas $552B AUM 44.19% 1-Year Est. Return

GJL

Gendell Jeffrey L $11.3B AUM 163.06% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Glenn Welling's LXU Position: Q2 2014 in Review

Glenn Welling sold out of LSB Industries (LXU) in Q2 2014, closing a stake of 184,223 shares — an estimated $5.3M sold.

Glenn Welling first reported a position in LXU in Q4 2013 and held it in 2 quarters. The position peaked at $5.81M in Q4 2013. 144 funds tracked by Wall St. Rank hold LXU as of Q2 2014.

Glenn Welling reported no remaining LSB Industries position as of Q2 2014 after selling out during the quarter.
Glenn Welling sold 184,223 LSB Industries shares in Q2 2014, an estimated $5.3M.
Glenn Welling first reported a position in LSB Industries in Q4 2013 and held it in 2 quarters.
Glenn Welling's LSB Industries position peaked at $5.81M in Q4 2013.
144 funds tracked by Wall St. Rank held LSB Industries as of Q2 2014.

Based on Engaged Capital's 13F filing for Q2 2014, filed 14 Aug 2014.