BIG
LGCY

Bellwether Investment Group’s Legacy Reserves Inc. Common Stock LGCY Stock Holding History

Bellwether Investment Group’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
Q2 		– Sell
-759
Closed -$2K – 729
2017
Q1 		$2K Hold
759
– – 0.01% 729
2016
Q4 		$2K Buy
+759
New +$1.37K ﹤0.01% 922
2016
Q2 		$1K Buy
+759
New +$1.61K ﹤0.01% 639

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
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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bellwether Investment Group's LGCY Position: Q2 2017 in Review

Bellwether Investment Group sold out of Legacy Reserves Inc. Common Stock (LGCY) in Q2 2017, closing a stake of 759 shares — an estimated $2K sold.

Bellwether Investment Group first reported a position in LGCY in Q2 2016 and held it in 3 quarters. The position peaked at $2K in Q1 2017. 52 funds tracked by Wall St. Rank hold LGCY as of Q2 2017.

  • Bellwether Investment Group reported no remaining Legacy Reserves Inc. Common Stock position as of Q2 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 759 Legacy Reserves Inc. Common Stock shares in Q2 2017, an estimated $2K.
  • Bellwether Investment Group first reported a position in Legacy Reserves Inc. Common Stock in Q2 2016 and held it in 3 quarters.
  • Bellwether Investment Group's Legacy Reserves Inc. Common Stock position peaked at $2K in Q1 2017.
  • 52 funds tracked by Wall St. Rank held Legacy Reserves Inc. Common Stock as of Q2 2017.

Based on Bellwether Investment Group's 13F filing for Q2 2017, filed 8 Aug 2017.