AIM
LGCY

Acrospire Investment Management’s Legacy Reserves Inc. Common Stock LGCY Stock Holding History

Acrospire Investment Management’s Portfolio LGCY Stock Details LGCY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-9,382
Closed -$14K – 1878
2017
Q2 		$14K Buy
9,382
+6,591
+236% +$12.7K 0.01% 1706
2017
Q1 		$6K Sell
2,791
-17,192
-86% -$38.8K 0.01% 1987
2016
Q4 		$42K Buy
19,983
+16,783
+524% +$30.2K 0.02% 1500
2016
Q3 		$4K Sell
3,200
-2,747
-46% -$4.43K ﹤0.01% 1867
2016
Q2 		$10K Buy
+5,947
New +$12.6K 0.01% 1759

Other funds holding LGCY

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
RA
RR Advisors Dallas, Texas $360M AUM 28.52% 1-Year Est. Return
PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1B AUM 51.95% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Acrospire Investment Management's LGCY Position: Q3 2017 in Review

Acrospire Investment Management sold out of Legacy Reserves Inc. Common Stock (LGCY) in Q3 2017, closing a stake of 9,382 shares — an estimated $14K sold.

Acrospire Investment Management first reported a position in LGCY in Q2 2016 and held it in 5 quarters. The position peaked at $42K in Q4 2016. 48 funds tracked by Wall St. Rank hold LGCY as of Q3 2017.

  • Acrospire Investment Management reported no remaining Legacy Reserves Inc. Common Stock position as of Q3 2017 after selling out during the quarter.
  • Acrospire Investment Management sold 9,382 Legacy Reserves Inc. Common Stock shares in Q3 2017, an estimated $14K.
  • Acrospire Investment Management first reported a position in Legacy Reserves Inc. Common Stock in Q2 2016 and held it in 5 quarters.
  • Acrospire Investment Management's Legacy Reserves Inc. Common Stock position peaked at $42K in Q4 2016.
  • 48 funds tracked by Wall St. Rank held Legacy Reserves Inc. Common Stock as of Q3 2017.

Based on Acrospire Investment Management's 13F filing for Q3 2017, filed 26 Oct 2017.