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Waverly Advisors’s LSB Industries LXU Stock Holding History

Waverly 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
2014
Q4 		– Sell
-176
Closed -$5K – 561
2014
Q3 		$5K Hold
176
– – ﹤0.01% 627
2014
Q2 		$6K Buy
176
+4
+2% +$119 ﹤0.01% 552
2014
Q1 		$5K Hold
172
– – ﹤0.01% 552
2013
Q4 		$5K Buy
+172
New +$4.45K ﹤0.01% 674

Other funds holding LXU

AR
Advisory Research Chicago, Illinois $1B AUM 50.12% 1-Year Est. Return
SV
Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 $552B AUM 44.19% 1-Year Est. Return
GJL
Gendell Jeffrey L $11.3B AUM 163.05% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Waverly Advisors's LXU Position: Q4 2014 in Review

Waverly Advisors sold out of LSB Industries (LXU) in Q4 2014, closing a stake of 176 shares — an estimated $5K sold.

Waverly Advisors first reported a position in LXU in Q4 2013 and held it in 4 quarters. The position peaked at $6K in Q2 2014. 136 funds tracked by Wall St. Rank hold LXU as of Q4 2014.

  • Waverly Advisors reported no remaining LSB Industries position as of Q4 2014 after selling out during the quarter.
  • Waverly Advisors sold 176 LSB Industries shares in Q4 2014, an estimated $5K.
  • Waverly Advisors first reported a position in LSB Industries in Q4 2013 and held it in 4 quarters.
  • Waverly Advisors's LSB Industries position peaked at $6K in Q2 2014.
  • 136 funds tracked by Wall St. Rank held LSB Industries as of Q4 2014.

Based on Waverly Advisors's 13F filing for Q4 2014, filed 15 Jan 2015.