Wealthspire Advisors (Maryland)’s LegacyTexas Financial Group Inc LTXB Stock Holding History

Wealthspire Advisors (Maryland)’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	-128	Closed	-$5K	–	2442
2019 Q1	$5K	Buy	128 +64	+100%	+$2.5K	﹤0.01%	1873
2018 Q4	$2K	Sell	64 -27	-30%	-$1.03K	﹤0.01%	2183
2018 Q3	$4K	Sell	91 -5	-5%	-$219	﹤0.01%	1976
2018 Q2	$4K	Buy	96 +24	+33%	+$1.02K	﹤0.01%	1950
2018 Q1	$3K	Hold	72	–	–	﹤0.01%	2104
2017 Q4	$3K	Buy	72 +53	+279%	+$2.12K	﹤0.01%	2059
2017 Q3	$1K	Buy	+19	New	+$715	﹤0.01%	2194

Other funds holding LTXB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s LTXB Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of LegacyTexas Financial Group Inc (LTXB) in Q2 2019, closing a stake of 128 shares — an estimated $5K sold.

Wealthspire Advisors (Maryland) first reported a position in LTXB in Q3 2017 and held it in 7 quarters. The position peaked at $5K in Q1 2019. 183 funds tracked by Wall St. Rank hold LTXB as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining LegacyTexas Financial Group Inc position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 128 LegacyTexas Financial Group Inc shares in Q2 2019, an estimated $5K.
Wealthspire Advisors (Maryland) first reported a position in LegacyTexas Financial Group Inc in Q3 2017 and held it in 7 quarters.
Wealthspire Advisors (Maryland)'s LegacyTexas Financial Group Inc position peaked at $5K in Q1 2019.
183 funds tracked by Wall St. Rank held LegacyTexas Financial Group Inc as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.