BRWM
LGCY

B. Riley Wealth Management’s Legacy Reserves Inc. Common Stock LGCY Stock Holding History

B. Riley Wealth 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
2015
Q3 		– Sell
-5,700
Closed -$48K – 895
2015
Q2 		$48K Buy
5,700
+5,000
+714% +$55.1K 0.04% 422
2015
Q1 		$7K Sell
700
-800
-53% -$8.88K 0.01% 815
2014
Q4 		$17K Hold
1,500
– – 0.01% 634
2014
Q3 		$44K Sell
1,500
-720
-32% -$21.8K 0.03% 441
2014
Q2 		$69K Buy
2,220
+450
+25% +$12.5K 0.04% 410
2014
Q1 		$44K Buy
+1,770
New +$47.4K 0.03% 465

Other funds holding LGCY

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.02B AUM 30.38% 1-Year Est. Return
OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
FWCM
First Western Capital Management Los Angeles, California $4.71M AUM 11.17% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

B. Riley Wealth Management's LGCY Position: Q3 2015 in Review

B. Riley Wealth Management sold out of Legacy Reserves Inc. Common Stock (LGCY) in Q3 2015, closing a stake of 5,700 shares — an estimated $48K sold.

B. Riley Wealth Management first reported a position in LGCY in Q1 2014 and held it in 6 quarters. The position peaked at $69K in Q2 2014. 78 funds tracked by Wall St. Rank hold LGCY as of Q3 2015.

  • B. Riley Wealth Management reported no remaining Legacy Reserves Inc. Common Stock position as of Q3 2015 after selling out during the quarter.
  • B. Riley Wealth Management sold 5,700 Legacy Reserves Inc. Common Stock shares in Q3 2015, an estimated $48K.
  • B. Riley Wealth Management first reported a position in Legacy Reserves Inc. Common Stock in Q1 2014 and held it in 6 quarters.
  • B. Riley Wealth Management's Legacy Reserves Inc. Common Stock position peaked at $69K in Q2 2014.
  • 78 funds tracked by Wall St. Rank held Legacy Reserves Inc. Common Stock as of Q3 2015.

Based on B. Riley Wealth Management's 13F filing for Q3 2015, filed 13 Oct 2015.