STA
LTXB

Summit Trail Advisors’s LegacyTexas Financial Group Inc LTXB Stock Holding History

Summit Trail 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
Q1 		– Sell
-27
Closed -$1K – 1992
2017
Q4 		$1K Buy
+27
New +$1.08K ﹤0.01% 1932

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
SCM
Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Summit Trail Advisors's LTXB Position: Q1 2018 in Review

Summit Trail Advisors sold out of LegacyTexas Financial Group Inc (LTXB) in Q1 2018, closing a stake of 27 shares — an estimated $1K sold.

Summit Trail Advisors first reported a position in LTXB in Q4 2017 and held it in 1 quarter. The position peaked at $1K in Q4 2017. 191 funds tracked by Wall St. Rank hold LTXB as of Q1 2018.

  • Summit Trail Advisors reported no remaining LegacyTexas Financial Group Inc position as of Q1 2018 after selling out during the quarter.
  • Summit Trail Advisors sold 27 LegacyTexas Financial Group Inc shares in Q1 2018, an estimated $1K.
  • Summit Trail Advisors first reported a position in LegacyTexas Financial Group Inc in Q4 2017 and held it in 1 quarter.
  • Summit Trail Advisors's LegacyTexas Financial Group Inc position peaked at $1K in Q4 2017.
  • 191 funds tracked by Wall St. Rank held LegacyTexas Financial Group Inc as of Q1 2018.

Based on Summit Trail Advisors's 13F filing for Q1 2018, filed 21 May 2018.