MYIA
LTXB

Mount Yale Investment Advisors’s LegacyTexas Financial Group Inc LTXB Stock Holding History

Mount Yale Investment Advisors’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
-1,740
Closed -$71K – 913
2018
Q3 		$71K Buy
1,740
+97
+6% +$4.25K 0.01% 540
2018
Q2 		$64K Sell
1,643
-27
-2% -$1.14K 0.01% 592
2018
Q1 		$72K Buy
+1,670
New +$73.2K 0.02% 543

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 $315B AUM 27.84% 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

Mount Yale Investment Advisors's LTXB Position: Q4 2018 in Review

Mount Yale Investment Advisors sold out of LegacyTexas Financial Group Inc (LTXB) in Q4 2018, closing a stake of 1,740 shares — an estimated $71K sold.

Mount Yale Investment Advisors first reported a position in LTXB in Q1 2018 and held it in 3 quarters. The position peaked at $72K in Q1 2018. 184 funds tracked by Wall St. Rank hold LTXB as of Q4 2018.

  • Mount Yale Investment Advisors reported no remaining LegacyTexas Financial Group Inc position as of Q4 2018 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 1,740 LegacyTexas Financial Group Inc shares in Q4 2018, an estimated $71K.
  • Mount Yale Investment Advisors first reported a position in LegacyTexas Financial Group Inc in Q1 2018 and held it in 3 quarters.
  • Mount Yale Investment Advisors's LegacyTexas Financial Group Inc position peaked at $72K in Q1 2018.
  • 184 funds tracked by Wall St. Rank held LegacyTexas Financial Group Inc as of Q4 2018.

Based on Mount Yale Investment Advisors's 13F filing for Q4 2018, filed 14 Feb 2019.