U
LTXB

UBS’s LegacyTexas Financial Group Inc LTXB Stock Holding History

UBS’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
Q3 		$234K Sell
9,763
-519
-5% -$13.3K ﹤0.01% 5031
2014
Q2 		$276K Buy
10,282
+1,112
+12% +$29.2K ﹤0.01% 4836
2014
Q1 		$265K Buy
9,170
+6,350
+225% +$164K ﹤0.01% 4887
2013
Q4 		$77K Sell
2,820
-44
-2% -$1.03K ﹤0.01% 6395
2013
Q3 		$59K Buy
2,864
+864
+43% +$18.1K ﹤0.01% 6658
2013
Q2 		$42K Buy
+2,000
New +$38.7K ﹤0.01% 6966

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

UBS's LTXB Position: Q3 2014 in Review

UBS reduced its LegacyTexas Financial Group Inc (LTXB) stake by 5% in Q3 2014, selling an estimated $13.3K and leaving 9,763 shares worth $234K. The position accounts for ﹤0.01% of the portfolio, ranked #5031.

UBS first reported a position in LTXB in Q2 2013 and has held it in 6 quarters since. The position peaked at $276K in Q2 2014. 133 funds tracked by Wall St. Rank hold LTXB as of Q3 2014.

  • UBS held 9,763 shares of LegacyTexas Financial Group Inc worth $234K as of Q3 2014.
  • UBS sold 519 LegacyTexas Financial Group Inc shares in Q3 2014, an estimated $13.3K.
  • LegacyTexas Financial Group Inc made up ﹤0.01% of UBS's portfolio in Q3 2014, its #5031 holding.
  • UBS first reported a position in LegacyTexas Financial Group Inc in Q2 2013 and has held it in 6 quarters since.
  • UBS's LegacyTexas Financial Group Inc position peaked at $276K in Q2 2014.
  • 133 funds tracked by Wall St. Rank held LegacyTexas Financial Group Inc as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.