LWM
LTXB

Lenox Wealth Management’s LegacyTexas Financial Group Inc LTXB Stock Holding History

Lenox Wealth 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
2018
Q4 		– Sell
-8,483
Closed -$361K – 705
2018
Q3 		$361K Sell
8,483
-191
-2% -$8.38K 0.11% 113
2018
Q2 		$338K Sell
8,674
-632
-7% -$26.7K 0.11% 108
2018
Q1 		$398K Sell
9,306
-2,483
-21% -$109K 0.13% 102
2017
Q4 		$498K Buy
11,789
+1,076
+10% +$43.1K 0.15% 106
2017
Q3 		$427K Buy
10,713
+573
+6% +$21.6K 0.15% 108
2017
Q2 		$387K Buy
+10,140
New +$377K 0.16% 107

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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Lenox Wealth Management's LTXB Position: Q4 2018 in Review

Lenox Wealth Management sold out of LegacyTexas Financial Group Inc (LTXB) in Q4 2018, closing a stake of 8,483 shares — an estimated $361K sold.

Lenox Wealth Management first reported a position in LTXB in Q2 2017 and held it in 6 quarters. The position peaked at $498K in Q4 2017. 184 funds tracked by Wall St. Rank hold LTXB as of Q4 2018.

  • Lenox Wealth Management reported no remaining LegacyTexas Financial Group Inc position as of Q4 2018 after selling out during the quarter.
  • Lenox Wealth Management sold 8,483 LegacyTexas Financial Group Inc shares in Q4 2018, an estimated $361K.
  • Lenox Wealth Management first reported a position in LegacyTexas Financial Group Inc in Q2 2017 and held it in 6 quarters.
  • Lenox Wealth Management's LegacyTexas Financial Group Inc position peaked at $498K in Q4 2017.
  • 184 funds tracked by Wall St. Rank held LegacyTexas Financial Group Inc as of Q4 2018.

Based on Lenox Wealth Management's 13F filing for Q4 2018, filed 23 Jan 2019.