ACM
LGCY

Aviance Capital Management’s Legacy Reserves Inc. Common Stock LGCY Stock Holding History

Aviance Capital 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
2014
Q1 		– Sell
-5,139
Closed -$145K – 440
2013
Q4 		$145K Sell
5,139
-489
-9% -$13.5K 0.08% 161
2013
Q3 		$152K Sell
5,628
-8,896
-61% -$240K 0.09% 147
2013
Q2 		$386K Buy
+14,524
New +$393K 0.21% 92

Other funds holding LGCY

MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.02B AUM 30.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
IMS
Index Management Solutions Philadelphia, Pennsylvania $101M AUM 12.09% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Aviance Capital Management's LGCY Position: Q1 2014 in Review

Aviance Capital Management sold out of Legacy Reserves Inc. Common Stock (LGCY) in Q1 2014, closing a stake of 5,139 shares — an estimated $145K sold.

Aviance Capital Management first reported a position in LGCY in Q2 2013 and held it in 3 quarters. The position peaked at $386K in Q2 2013. 101 funds tracked by Wall St. Rank hold LGCY as of Q1 2014.

  • Aviance Capital Management reported no remaining Legacy Reserves Inc. Common Stock position as of Q1 2014 after selling out during the quarter.
  • Aviance Capital Management sold 5,139 Legacy Reserves Inc. Common Stock shares in Q1 2014, an estimated $145K.
  • Aviance Capital Management first reported a position in Legacy Reserves Inc. Common Stock in Q2 2013 and held it in 3 quarters.
  • Aviance Capital Management's Legacy Reserves Inc. Common Stock position peaked at $386K in Q2 2013.
  • 101 funds tracked by Wall St. Rank held Legacy Reserves Inc. Common Stock as of Q1 2014.

Based on Aviance Capital Management's 13F filing for Q1 2014, filed 15 May 2014.