Commonwealth Equity Services
LGCY

Commonwealth Equity Services’s Legacy Reserves Inc. Common Stock LGCY Stock Holding History

Commonwealth Equity Services’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
2015
Q2 		– Sell
-22,100
Closed -$224K – 2270
2015
Q1 		$224K Sell
22,100
-84
-0.4% -$933 ﹤0.01% 1835
2014
Q4 		$254K Sell
22,184
-5,490
-20% -$105K ﹤0.01% 1687
2014
Q3 		$821K Buy
27,674
+14
+0.1% +$424 0.01% 965
2014
Q2 		$864K Sell
27,660
-875
-3% -$24.2K 0.01% 949
2014
Q1 		$709K Buy
28,535
+196
+0.7% +$5.25K 0.01% 1001
2013
Q4 		$798K Buy
28,339
+136
+0.5% +$3.74K 0.01% 887
2013
Q3 		$762K Sell
28,203
-440
-2% -$11.9K 0.01% 868
2013
Q2 		$762K Buy
+28,643
New +$775K 0.01% 811

Other funds holding LGCY

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.02B AUM 30.38% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Commonwealth Equity Services's LGCY Position: Q2 2015 in Review

Commonwealth Equity Services sold out of Legacy Reserves Inc. Common Stock (LGCY) in Q2 2015, closing a stake of 22,100 shares — an estimated $224K sold.

Commonwealth Equity Services first reported a position in LGCY in Q2 2013 and held it in 8 quarters. The position peaked at $864K in Q2 2014. 79 funds tracked by Wall St. Rank hold LGCY as of Q2 2015.

  • Commonwealth Equity Services reported no remaining Legacy Reserves Inc. Common Stock position as of Q2 2015 after selling out during the quarter.
  • Commonwealth Equity Services sold 22,100 Legacy Reserves Inc. Common Stock shares in Q2 2015, an estimated $224K.
  • Commonwealth Equity Services first reported a position in Legacy Reserves Inc. Common Stock in Q2 2013 and held it in 8 quarters.
  • Commonwealth Equity Services's Legacy Reserves Inc. Common Stock position peaked at $864K in Q2 2014.
  • 79 funds tracked by Wall St. Rank held Legacy Reserves Inc. Common Stock as of Q2 2015.

Based on Commonwealth Equity Services's 13F filing for Q2 2015, filed 28 Jul 2015.