SFS
LTXB

Sowell Financial Services’s LegacyTexas Financial Group Inc LTXB Stock Holding History

Sowell Financial Services’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
-4,868
Closed -$207K – 556
2018
Q3 		$207K Buy
4,868
+38
+0.8% +$1.67K 0.03% 326
2018
Q2 		$209K Buy
+4,830
New +$204K 0.04% 266

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 $298B AUM 21.96% 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

Sowell Financial Services's LTXB Position: Q4 2018 in Review

Sowell Financial Services sold out of LegacyTexas Financial Group Inc (LTXB) in Q4 2018, closing a stake of 4,868 shares — an estimated $207K sold.

Sowell Financial Services first reported a position in LTXB in Q2 2018 and held it in 2 quarters. The position peaked at $209K in Q2 2018. 184 funds tracked by Wall St. Rank hold LTXB as of Q4 2018.

  • Sowell Financial Services reported no remaining LegacyTexas Financial Group Inc position as of Q4 2018 after selling out during the quarter.
  • Sowell Financial Services sold 4,868 LegacyTexas Financial Group Inc shares in Q4 2018, an estimated $207K.
  • Sowell Financial Services first reported a position in LegacyTexas Financial Group Inc in Q2 2018 and held it in 2 quarters.
  • Sowell Financial Services's LegacyTexas Financial Group Inc position peaked at $209K in Q2 2018.
  • 184 funds tracked by Wall St. Rank held LegacyTexas Financial Group Inc as of Q4 2018.

Based on Sowell Financial Services's 13F filing for Q4 2018, filed 5 Mar 2019.