UCFA
LTXB

United Capital Financial Advisors’s LegacyTexas Financial Group Inc LTXB Stock Holding History

United Capital Financial 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
2019
Q3 		– Sell
-19,800
Closed -$806K – 1543
2019
Q2 		$806K Buy
19,800
+856
+5% +$33.6K 0.01% 882
2019
Q1 		$708K Sell
18,944
-810
-4% -$31.6K 0.01% 878
2018
Q4 		$634K Sell
19,754
-49,388
-71% -$1.89M 0.01% 838
2018
Q3 		$2.94M Buy
69,142
+1,940
+3% +$85.1K 0.02% 535
2018
Q2 		$2.62M Buy
67,202
+243
+0.4% +$10.3K 0.02% 532
2018
Q1 		$2.87M Sell
66,959
-4,358
-6% -$191K 0.02% 507
2017
Q4 		$3.01M Buy
71,317
+321
+0.5% +$12.8K 0.02% 502
2017
Q3 		$2.83M Buy
70,996
+482
+0.7% +$18.1K 0.02% 501
2017
Q2 		$2.69M Buy
70,514
+3,293
+5% +$122K 0.02% 506
2017
Q1 		$2.68M Buy
67,221
+3,961
+6% +$165K 0.03% 493
2016
Q4 		$2.72M Buy
+63,260
New +$2.36M 0.03% 496

Other funds holding LTXB

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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 $47.5M AUM 100.43% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.63% 1-Year Est. Return

United Capital Financial Advisors's LTXB Position: Q3 2019 in Review

United Capital Financial Advisors sold out of LegacyTexas Financial Group Inc (LTXB) in Q3 2019, closing a stake of 19,800 shares — an estimated $806K sold.

United Capital Financial Advisors first reported a position in LTXB in Q4 2016 and held it in 11 quarters. The position peaked at $3.01M in Q4 2017. 163 funds tracked by Wall St. Rank hold LTXB as of Q3 2019.

  • United Capital Financial Advisors reported no remaining LegacyTexas Financial Group Inc position as of Q3 2019 after selling out during the quarter.
  • United Capital Financial Advisors sold 19,800 LegacyTexas Financial Group Inc shares in Q3 2019, an estimated $806K.
  • United Capital Financial Advisors first reported a position in LegacyTexas Financial Group Inc in Q4 2016 and held it in 11 quarters.
  • United Capital Financial Advisors's LegacyTexas Financial Group Inc position peaked at $3.01M in Q4 2017.
  • 163 funds tracked by Wall St. Rank held LegacyTexas Financial Group Inc as of Q3 2019.

Based on United Capital Financial Advisors's 13F filing for Q3 2019, filed 14 Nov 2019.