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Philadelphia Trust Company’s LSB Industries LXU Stock Holding History

Philadelphia Trust Company’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
Q1 		– Sell
-22,750
Closed -$550K – 176
2014
Q4 		$550K Sell
22,750
-9,750
-30% -$250K 0.04% 121
2014
Q3 		$893K Buy
+32,500
New +$967K 0.06% 111

Other funds holding LXU

SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
HK
Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Philadelphia Trust Company's LXU Position: Q1 2015 in Review

Philadelphia Trust Company sold out of LSB Industries (LXU) in Q1 2015, closing a stake of 22,750 shares — an estimated $550K sold.

Philadelphia Trust Company first reported a position in LXU in Q3 2014 and held it in 2 quarters. The position peaked at $893K in Q3 2014. 136 funds tracked by Wall St. Rank hold LXU as of Q1 2015.

  • Philadelphia Trust Company reported no remaining LSB Industries position as of Q1 2015 after selling out during the quarter.
  • Philadelphia Trust Company sold 22,750 LSB Industries shares in Q1 2015, an estimated $550K.
  • Philadelphia Trust Company first reported a position in LSB Industries in Q3 2014 and held it in 2 quarters.
  • Philadelphia Trust Company's LSB Industries position peaked at $893K in Q3 2014.
  • 136 funds tracked by Wall St. Rank held LSB Industries as of Q1 2015.

Based on Philadelphia Trust Company's 13F filing for Q1 2015, filed 14 May 2015.