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United Capital Financial Advisors’s LSB Industries LXU Stock Holding History

United Capital Financial Advisors’s Portfolio LXU Stock Details LXU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-12,844
Closed -$403K – 1287
2015
Q2 		$403K Buy
12,844
+2,913
+29% +$95.3K ﹤0.01% 989
2015
Q1 		$324K Buy
+9,931
New +$272K ﹤0.01% 1044

Other funds holding LXU

SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HK
Horizon Kinetics New York $3.06B AUM 5.37% 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
GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
RR
Robotti Robert $641M AUM 66.01% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

United Capital Financial Advisors's LXU Position: Q3 2015 in Review

United Capital Financial Advisors sold out of LSB Industries (LXU) in Q3 2015, closing a stake of 12,844 shares — an estimated $403K sold.

United Capital Financial Advisors first reported a position in LXU in Q1 2015 and held it in 2 quarters. The position peaked at $403K in Q2 2015. 139 funds tracked by Wall St. Rank hold LXU as of Q3 2015.

  • United Capital Financial Advisors reported no remaining LSB Industries position as of Q3 2015 after selling out during the quarter.
  • United Capital Financial Advisors sold 12,844 LSB Industries shares in Q3 2015, an estimated $403K.
  • United Capital Financial Advisors first reported a position in LSB Industries in Q1 2015 and held it in 2 quarters.
  • United Capital Financial Advisors's LSB Industries position peaked at $403K in Q2 2015.
  • 139 funds tracked by Wall St. Rank held LSB Industries as of Q3 2015.

Based on United Capital Financial Advisors's 13F filing for Q3 2015, filed 13 Nov 2015.