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Merion Investment Management’s LSB Industries LXU Stock Holding History

Merion Investment Management’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
2015
Q2 		– Sell
-36,950
Closed -$1.18M – 5
2015
Q1 		$1.18M Buy
+36,950
New +$1.01M 1.27% 3

Other funds holding LXU

SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
HK
Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return
GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
WC
Walthausen & Co Malta, New York $120M AUM 2.66% 1-Year Est. Return

Merion Investment Management's LXU Position: Q2 2015 in Review

Merion Investment Management sold out of LSB Industries (LXU) in Q2 2015, closing a stake of 36,950 shares — an estimated $1.18M sold.

Merion Investment Management first reported a position in LXU in Q1 2015 and held it in 1 quarter. The position peaked at $1.18M in Q1 2015. 145 funds tracked by Wall St. Rank hold LXU as of Q2 2015.

  • Merion Investment Management reported no remaining LSB Industries position as of Q2 2015 after selling out during the quarter.
  • Merion Investment Management sold 36,950 LSB Industries shares in Q2 2015, an estimated $1.18M.
  • Merion Investment Management first reported a position in LSB Industries in Q1 2015 and held it in 1 quarter.
  • Merion Investment Management's LSB Industries position peaked at $1.18M in Q1 2015.
  • 145 funds tracked by Wall St. Rank held LSB Industries as of Q2 2015.

Based on Merion Investment Management's 13F filing for Q2 2015, filed 14 Aug 2015.