BWP
LGCY

Baldwin Wealth Partners’s Legacy Reserves Inc. Common Stock LGCY Stock Holding History

Baldwin Wealth Partners’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
2016
Q2 		– Sell
-1,000
Closed -$1K – 506
2016
Q1 		$1K Buy
+1,000
New +$1.08K ﹤0.01% 484
2014
Q3 		– Sell
-6,500
Closed -$203K – 278
2014
Q2 		$203K Buy
+6,500
New +$180K 0.03% 228

Other funds holding LGCY

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
AIA
Arrow Investment Advisors Laurel, Maryland $93.9M AUM 10.95% 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
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
DC
Deere & Company Moline, Illinois $140M AUM 16.7% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Baldwin Wealth Partners's LGCY Position: Q2 2016 in Review

Baldwin Wealth Partners sold out of Legacy Reserves Inc. Common Stock (LGCY) in Q2 2016, closing a stake of 1,000 shares — an estimated $1K sold.

Baldwin Wealth Partners first reported a position in LGCY in Q2 2014 and held it in 2 quarters. The position peaked at $203K in Q2 2014. 61 funds tracked by Wall St. Rank hold LGCY as of Q2 2016.

  • Baldwin Wealth Partners reported no remaining Legacy Reserves Inc. Common Stock position as of Q2 2016 after selling out during the quarter.
  • Baldwin Wealth Partners sold 1,000 Legacy Reserves Inc. Common Stock shares in Q2 2016, an estimated $1K.
  • Baldwin Wealth Partners first reported a position in Legacy Reserves Inc. Common Stock in Q2 2014 and held it in 2 quarters.
  • Baldwin Wealth Partners's Legacy Reserves Inc. Common Stock position peaked at $203K in Q2 2014.
  • 61 funds tracked by Wall St. Rank held Legacy Reserves Inc. Common Stock as of Q2 2016.

Based on Baldwin Wealth Partners's 13F filing for Q2 2016, filed 11 Aug 2016.