BWM
LGCY

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

Baystate 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
2018
Q4 		– Sell
-2,000
Closed -$10K – 733
2018
Q3 		$10K Hold
2,000
– – ﹤0.01% 379
2018
Q2 		$12K Hold
2,000
– – ﹤0.01% 356
2018
Q1 		$11K Buy
+2,000
New +$5.94K ﹤0.01% 358

Other funds holding LGCY

BCC
Baines Creek Capital Austin, Texas $37.9M AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Baystate Wealth Management's LGCY Position: Q4 2018 in Review

Baystate Wealth Management sold out of Legacy Reserves Inc. Common Stock (LGCY) in Q4 2018, closing a stake of 2,000 shares — an estimated $10K sold.

Baystate Wealth Management first reported a position in LGCY in Q1 2018 and held it in 3 quarters. The position peaked at $12K in Q2 2018. 65 funds tracked by Wall St. Rank hold LGCY as of Q4 2018.

  • Baystate Wealth Management reported no remaining Legacy Reserves Inc. Common Stock position as of Q4 2018 after selling out during the quarter.
  • Baystate Wealth Management sold 2,000 Legacy Reserves Inc. Common Stock shares in Q4 2018, an estimated $10K.
  • Baystate Wealth Management first reported a position in Legacy Reserves Inc. Common Stock in Q1 2018 and held it in 3 quarters.
  • Baystate Wealth Management's Legacy Reserves Inc. Common Stock position peaked at $12K in Q2 2018.
  • 65 funds tracked by Wall St. Rank held Legacy Reserves Inc. Common Stock as of Q4 2018.

Based on Baystate Wealth Management's 13F filing for Q4 2018, filed 24 Jan 2019.