IWMPD
LTXB

Integrated Wealth Management (Palm Desert)’s LegacyTexas Financial Group Inc LTXB Stock Holding History

Integrated Wealth Management (Palm Desert)’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
2015
Q2 		– Sell
-45
Closed -$1K – 1515
2015
Q1 		$1K Buy
+45
New +$1.01K ﹤0.01% 1242

Other funds holding LTXB

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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
KAM
Keeley Asset Management Chicago, Illinois $2.35B AUM 26.92% 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
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
HCM
Hodges Capital Management Dallas, Texas $1.21B AUM 49% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s LTXB Position: Q2 2015 in Review

Integrated Wealth Management (Palm Desert) sold out of LegacyTexas Financial Group Inc (LTXB) in Q2 2015, closing a stake of 45 shares — an estimated $1K sold.

Integrated Wealth Management (Palm Desert) first reported a position in LTXB in Q1 2015 and held it in 1 quarter. The position peaked at $1K in Q1 2015. 140 funds tracked by Wall St. Rank hold LTXB as of Q2 2015.

  • Integrated Wealth Management (Palm Desert) reported no remaining LegacyTexas Financial Group Inc position as of Q2 2015 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 45 LegacyTexas Financial Group Inc shares in Q2 2015, an estimated $1K.
  • Integrated Wealth Management (Palm Desert) first reported a position in LegacyTexas Financial Group Inc in Q1 2015 and held it in 1 quarter.
  • Integrated Wealth Management (Palm Desert)'s LegacyTexas Financial Group Inc position peaked at $1K in Q1 2015.
  • 140 funds tracked by Wall St. Rank held LegacyTexas Financial Group Inc as of Q2 2015.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q2 2015, filed 17 Jul 2015.