SLF
LTXB

Sun Life Financial’s LegacyTexas Financial Group Inc LTXB Stock Holding History

Sun Life Financial’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
Q3 		– Sell
-2,541
Closed -$103K – 630
2019
Q2 		$103K Hold
2,541
– – 0.03% 236
2019
Q1 		$95K Buy
2,541
+14
+0.6% +$547 0.02% 274
2018
Q4 		$81K Buy
+2,527
New +$96.6K 0.02% 320

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VI
Versor Investments New York $40.8M AUM 93.59% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return

Sun Life Financial's LTXB Position: Q3 2019 in Review

Sun Life Financial sold out of LegacyTexas Financial Group Inc (LTXB) in Q3 2019, closing a stake of 2,541 shares — an estimated $103K sold.

Sun Life Financial first reported a position in LTXB in Q4 2018 and held it in 3 quarters. The position peaked at $103K in Q2 2019. 163 funds tracked by Wall St. Rank hold LTXB as of Q3 2019.

  • Sun Life Financial reported no remaining LegacyTexas Financial Group Inc position as of Q3 2019 after selling out during the quarter.
  • Sun Life Financial sold 2,541 LegacyTexas Financial Group Inc shares in Q3 2019, an estimated $103K.
  • Sun Life Financial first reported a position in LegacyTexas Financial Group Inc in Q4 2018 and held it in 3 quarters.
  • Sun Life Financial's LegacyTexas Financial Group Inc position peaked at $103K in Q2 2019.
  • 163 funds tracked by Wall St. Rank held LegacyTexas Financial Group Inc as of Q3 2019.

Based on Sun Life Financial's 13F filing for Q3 2019, filed 13 Nov 2019.