OWA
LTXB

One Wealth Advisors’s LegacyTexas Financial Group Inc LTXB Stock Holding History

One Wealth 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
2019
Q2 		– Sell
-85
Closed -$3K – 563
2019
Q1 		$3K Buy
+85
New +$3.32K ﹤0.01% 461
2018
Q4 		– Sell
-85
Closed -$4K – 559
2018
Q3 		$4K Hold
85
– – ﹤0.01% 454
2018
Q2 		$3K Hold
85
– – ﹤0.01% 491
2018
Q1 		$4K Hold
85
– – ﹤0.01% 416
2017
Q4 		$4K Buy
+85
New +$3.4K ﹤0.01% 469

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

One Wealth Advisors's LTXB Position: Q2 2019 in Review

One Wealth Advisors sold out of LegacyTexas Financial Group Inc (LTXB) in Q2 2019, closing a stake of 85 shares — an estimated $3K sold.

One Wealth Advisors first reported a position in LTXB in Q4 2017 and held it in 5 quarters. The position peaked at $4K in Q3 2018. 183 funds tracked by Wall St. Rank hold LTXB as of Q2 2019.

  • One Wealth Advisors reported no remaining LegacyTexas Financial Group Inc position as of Q2 2019 after selling out during the quarter.
  • One Wealth Advisors sold 85 LegacyTexas Financial Group Inc shares in Q2 2019, an estimated $3K.
  • One Wealth Advisors first reported a position in LegacyTexas Financial Group Inc in Q4 2017 and held it in 5 quarters.
  • One Wealth Advisors's LegacyTexas Financial Group Inc position peaked at $4K in Q3 2018.
  • 183 funds tracked by Wall St. Rank held LegacyTexas Financial Group Inc as of Q2 2019.

Based on One Wealth Advisors's 13F filing for Q2 2019, filed 14 Aug 2019.