UFF
LTXB

USA Financial Formulas’s LegacyTexas Financial Group Inc LTXB Stock Holding History

USA Financial Formulas’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
2017
Q2 		– Sell
-13,163
Closed -$525K – 342
2017
Q1 		$525K Buy
13,163
+680
+5% +$28.3K 0.13% 150
2016
Q4 		$538K Buy
+12,483
New +$466K 0.13% 123
2016
Q1 		– Sell
-13,856
Closed -$347K – 125
2015
Q4 		$347K Buy
+13,856
New +$399K 0.14% 75

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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

USA Financial Formulas's LTXB Position: Q2 2017 in Review

USA Financial Formulas sold out of LegacyTexas Financial Group Inc (LTXB) in Q2 2017, closing a stake of 13,163 shares — an estimated $525K sold.

USA Financial Formulas first reported a position in LTXB in Q4 2015 and held it in 3 quarters. The position peaked at $538K in Q4 2016. 171 funds tracked by Wall St. Rank hold LTXB as of Q2 2017.

  • USA Financial Formulas reported no remaining LegacyTexas Financial Group Inc position as of Q2 2017 after selling out during the quarter.
  • USA Financial Formulas sold 13,163 LegacyTexas Financial Group Inc shares in Q2 2017, an estimated $525K.
  • USA Financial Formulas first reported a position in LegacyTexas Financial Group Inc in Q4 2015 and held it in 3 quarters.
  • USA Financial Formulas's LegacyTexas Financial Group Inc position peaked at $538K in Q4 2016.
  • 171 funds tracked by Wall St. Rank held LegacyTexas Financial Group Inc as of Q2 2017.

Based on USA Financial Formulas's 13F filing for Q2 2017, filed 23 Aug 2017.