LPT
LSI

Legacy Private Trust’s LSI CORPORATION LSI Stock Holding History

Legacy Private Trust’s Portfolio LSI Stock Details LSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-10,630
Closed -$83K – 222
2013
Q3 		$83K Sell
10,630
-910
-8% -$6.96K 0.02% 184
2013
Q2 		$82K Buy
+11,540
New +$79K 0.02% 176

Other funds holding LSI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $10.2B AUM 67.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $291M AUM 49.45% 1-Year Est. Return

Legacy Private Trust's LSI Position: Q4 2013 in Review

Legacy Private Trust sold out of LSI CORPORATION (LSI) in Q4 2013, closing a stake of 10,630 shares — an estimated $83K sold.

Legacy Private Trust first reported a position in LSI in Q2 2013 and held it in 2 quarters. The position peaked at $83K in Q3 2013. 420 funds tracked by Wall St. Rank hold LSI as of Q4 2013.

  • Legacy Private Trust reported no remaining LSI CORPORATION position as of Q4 2013 after selling out during the quarter.
  • Legacy Private Trust sold 10,630 LSI CORPORATION shares in Q4 2013, an estimated $83K.
  • Legacy Private Trust first reported a position in LSI CORPORATION in Q2 2013 and held it in 2 quarters.
  • Legacy Private Trust's LSI CORPORATION position peaked at $83K in Q3 2013.
  • 420 funds tracked by Wall St. Rank held LSI CORPORATION as of Q4 2013.

Based on Legacy Private Trust's 13F filing for Q4 2013, filed 13 Jan 2014.