SIC
LTXB

Schwartz Investment Counsel’s LegacyTexas Financial Group Inc LTXB Stock Holding History

Schwartz Investment Counsel’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
2014
Q1 		– Sell
-10,981
Closed -$301K – 200
2013
Q4 		$301K Hold
10,981
– – 0.02% 190
2013
Q3 		$227K Hold
10,981
– – 0.02% 201
2013
Q2 		$229K Buy
+10,981
New +$213K 0.02% 202

Other funds holding LTXB

Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
KAM
Keeley Asset Management Chicago, Illinois $2.35B AUM 26.92% 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 18.14% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Schwartz Investment Counsel's LTXB Position: Q1 2014 in Review

Schwartz Investment Counsel sold out of LegacyTexas Financial Group Inc (LTXB) in Q1 2014, closing a stake of 10,981 shares — an estimated $301K sold.

Schwartz Investment Counsel first reported a position in LTXB in Q2 2013 and held it in 3 quarters. The position peaked at $301K in Q4 2013. 126 funds tracked by Wall St. Rank hold LTXB as of Q1 2014.

  • Schwartz Investment Counsel reported no remaining LegacyTexas Financial Group Inc position as of Q1 2014 after selling out during the quarter.
  • Schwartz Investment Counsel sold 10,981 LegacyTexas Financial Group Inc shares in Q1 2014, an estimated $301K.
  • Schwartz Investment Counsel first reported a position in LegacyTexas Financial Group Inc in Q2 2013 and held it in 3 quarters.
  • Schwartz Investment Counsel's LegacyTexas Financial Group Inc position peaked at $301K in Q4 2013.
  • 126 funds tracked by Wall St. Rank held LegacyTexas Financial Group Inc as of Q1 2014.

Based on Schwartz Investment Counsel's 13F filing for Q1 2014, filed 8 May 2014.