CI
LGCY

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

CAZ 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
-20,000
Closed -$31K – 49
2018
Q4 		$31K Buy
+20,000
New +$64.1K 0.09% 43

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Bank of America
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

CAZ Investments's LGCY Position: Q1 2019 in Review

CAZ Investments sold out of Legacy Reserves Inc. Common Stock (LGCY) in Q1 2019, closing a stake of 20,000 shares — an estimated $31K sold.

CAZ Investments first reported a position in LGCY in Q4 2018 and held it in 1 quarter. The position peaked at $31K in Q4 2018. 68 funds tracked by Wall St. Rank hold LGCY as of Q1 2019.

  • CAZ Investments reported no remaining Legacy Reserves Inc. Common Stock position as of Q1 2019 after selling out during the quarter.
  • CAZ Investments sold 20,000 Legacy Reserves Inc. Common Stock shares in Q1 2019, an estimated $31K.
  • CAZ Investments first reported a position in Legacy Reserves Inc. Common Stock in Q4 2018 and held it in 1 quarter.
  • CAZ Investments's Legacy Reserves Inc. Common Stock position peaked at $31K in Q4 2018.
  • 68 funds tracked by Wall St. Rank held Legacy Reserves Inc. Common Stock as of Q1 2019.

Based on CAZ Investments's 13F filing for Q1 2019, filed 9 May 2019.