Cavalier Investments’s Legacy Reserves Inc. Common Stock LGCY Stock Holding History

Cavalier Investments’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
2019 Q1	–	Sell	-94,700	Closed	-$146K	–	185
2018 Q4	$146K	Hold	94,700	–	–	0.05%	148
2018 Q3	$459K	Hold	94,700	–	–	0.13%	126
2018 Q2	$551K	Buy	+94,700	New	+$584K	0.19%	105

Other funds holding LGCY

BCC

Baines Creek Capital Austin, Texas $37.9M AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

XSC

X-Square Capital Guaynabo, Puerto Rico $297M AUM 32.87% 1-Year Est. Return

Cavalier Investments's LGCY Position: Q1 2019 in Review

Cavalier Investments sold out of Legacy Reserves Inc. Common Stock (LGCY) in Q1 2019, closing a stake of 94,700 shares — an estimated $146K sold.

Cavalier Investments first reported a position in LGCY in Q2 2018 and held it in 3 quarters. The position peaked at $551K in Q2 2018. 68 funds tracked by Wall St. Rank hold LGCY as of Q1 2019.

Cavalier Investments reported no remaining Legacy Reserves Inc. Common Stock position as of Q1 2019 after selling out during the quarter.
Cavalier Investments sold 94,700 Legacy Reserves Inc. Common Stock shares in Q1 2019, an estimated $146K.
Cavalier Investments first reported a position in Legacy Reserves Inc. Common Stock in Q2 2018 and held it in 3 quarters.
Cavalier Investments's Legacy Reserves Inc. Common Stock position peaked at $551K in Q2 2018.
68 funds tracked by Wall St. Rank held Legacy Reserves Inc. Common Stock as of Q1 2019.

Based on Cavalier Investments's 13F filing for Q1 2019, filed 3 May 2019.