VFA
LTXB

Valeo Financial Advisors’s LegacyTexas Financial Group Inc LTXB Stock Holding History

Valeo 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
Q2 		– Sell
-1,738
Closed -$65K – 1709
2019
Q1 		$65K Hold
1,738
– – 0.01% 509
2018
Q4 		$56K Sell
1,738
-53
-3% -$2.02K 0.01% 502
2018
Q3 		$68K Buy
+1,791
New +$78.6K 0.01% 486

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Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Valeo Financial Advisors's LTXB Position: Q2 2019 in Review

Valeo Financial Advisors sold out of LegacyTexas Financial Group Inc (LTXB) in Q2 2019, closing a stake of 1,738 shares — an estimated $65K sold.

Valeo Financial Advisors first reported a position in LTXB in Q3 2018 and held it in 3 quarters. The position peaked at $68K in Q3 2018. 183 funds tracked by Wall St. Rank hold LTXB as of Q2 2019.

  • Valeo Financial Advisors reported no remaining LegacyTexas Financial Group Inc position as of Q2 2019 after selling out during the quarter.
  • Valeo Financial Advisors sold 1,738 LegacyTexas Financial Group Inc shares in Q2 2019, an estimated $65K.
  • Valeo Financial Advisors first reported a position in LegacyTexas Financial Group Inc in Q3 2018 and held it in 3 quarters.
  • Valeo Financial Advisors's LegacyTexas Financial Group Inc position peaked at $68K in Q3 2018.
  • 183 funds tracked by Wall St. Rank held LegacyTexas Financial Group Inc as of Q2 2019.

Based on Valeo Financial Advisors's 13F filing for Q2 2019, filed 10 Jul 2019.