WT
LXU icon

Whittier Trust’s LSB Industries LXU Stock Holding History

Whittier Trust’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
-455
Closed -$14K – 1195
2015
Q2 		$14K Buy
+455
New +$14.9K ﹤0.01% 967

Other funds holding LXU

SV
Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $1B AUM 50.12% 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 $552B AUM 44.19% 1-Year Est. Return
GJL
Gendell Jeffrey L $11.3B AUM 163.05% 1-Year Est. Return
RR
Robotti Robert $620M AUM 55.18% 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

Whittier Trust's LXU Position: Q3 2015 in Review

Whittier Trust sold out of LSB Industries (LXU) in Q3 2015, closing a stake of 455 shares — an estimated $14K sold.

Whittier Trust first reported a position in LXU in Q2 2015 and held it in 1 quarter. The position peaked at $14K in Q2 2015. 140 funds tracked by Wall St. Rank hold LXU as of Q3 2015.

  • Whittier Trust reported no remaining LSB Industries position as of Q3 2015 after selling out during the quarter.
  • Whittier Trust sold 455 LSB Industries shares in Q3 2015, an estimated $14K.
  • Whittier Trust first reported a position in LSB Industries in Q2 2015 and held it in 1 quarter.
  • Whittier Trust's LSB Industries position peaked at $14K in Q2 2015.
  • 140 funds tracked by Wall St. Rank held LSB Industries as of Q3 2015.

Based on Whittier Trust's 13F filing for Q3 2015, filed 12 Nov 2015.