WIL
LTXB

Winifred I. Li’s LegacyTexas Financial Group Inc LTXB Stock Holding History

Winifred I. Li’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
2014
Q4 		$71K Hold
2,990
– – 0.07% 237
2014
Q3 		$72K Sell
2,990
-130
-4% -$3.34K 0.07% 230
2014
Q2 		$84K Hold
3,120
– – 0.07% 228
2014
Q1 		$90K Hold
3,120
– – 0.08% 212
2013
Q4 		$86K Hold
3,120
– – 0.07% 209
2013
Q3 		$64K Hold
3,120
– – 0.06% 244
2013
Q2 		$65K Buy
+3,120
New +$60.4K 0.06% 242

Other funds holding LTXB

Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
KAM
Keeley Asset Management Chicago, Illinois $2.35B AUM 26.92% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
HCM
Hodges Capital Management Dallas, Texas $1.21B AUM 49% 1-Year Est. Return

Winifred I. Li's LTXB Position: Q4 2014 in Review

Winifred I. Li held its LegacyTexas Financial Group Inc (LTXB) position steady in Q4 2014 at 2,990 shares worth $71K. The position accounts for 0.07% of the portfolio, ranked #237.

Winifred I. Li first reported a position in LTXB in Q2 2013 and has held it in 7 quarters since. The position peaked at $90K in Q1 2014. 127 funds tracked by Wall St. Rank hold LTXB as of Q4 2014.

  • Winifred I. Li held 2,990 shares of LegacyTexas Financial Group Inc worth $71K as of Q4 2014.
  • Winifred I. Li left its LegacyTexas Financial Group Inc share count unchanged in Q4 2014.
  • LegacyTexas Financial Group Inc made up 0.07% of Winifred I. Li's portfolio in Q4 2014, its #237 holding.
  • Winifred I. Li first reported a position in LegacyTexas Financial Group Inc in Q2 2013 and has held it in 7 quarters since.
  • Winifred I. Li's LegacyTexas Financial Group Inc position peaked at $90K in Q1 2014.
  • 127 funds tracked by Wall St. Rank held LegacyTexas Financial Group Inc as of Q4 2014.

Based on Winifred I. Li's 13F filing for Q4 2014, filed 19 Feb 2015.