CFS
LGCY

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

Commonwealth Financial 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
2017
Q1 		$1K Hold
621
– – ﹤0.01% 270
2016
Q4 		$2K Hold
621
– – ﹤0.01% 238
2016
Q3 		$1K Hold
621
– – ﹤0.01% 240
2016
Q2 		$1K Hold
621
– – ﹤0.01% 245
2016
Q1 		$1K Hold
621
– – ﹤0.01% 227
2015
Q4 		$1K Hold
621
– – ﹤0.01% 234
2015
Q3 		$3K Hold
621
– – ﹤0.01% 207
2015
Q2 		$5K Hold
621
– – 0.01% 211
2015
Q1 		$6K Hold
621
– – 0.01% 212
2014
Q4 		$7K Buy
+621
New +$11.8K 0.01% 194

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
PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1B AUM 51.95% 1-Year Est. Return
RA
RR Advisors Dallas, Texas $360M AUM 28.52% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Commonwealth Financial Services's LGCY Position: Q1 2017 in Review

Commonwealth Financial Services held its Legacy Reserves Inc. Common Stock (LGCY) position steady in Q1 2017 at 621 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #270.

Commonwealth Financial Services first reported a position in LGCY in Q4 2014 and has held it in 10 quarters since. The position peaked at $7K in Q4 2014. 54 funds tracked by Wall St. Rank hold LGCY as of Q1 2017.

  • Commonwealth Financial Services held 621 shares of Legacy Reserves Inc. Common Stock worth $1K as of Q1 2017.
  • Commonwealth Financial Services left its Legacy Reserves Inc. Common Stock share count unchanged in Q1 2017.
  • Legacy Reserves Inc. Common Stock made up ﹤0.01% of Commonwealth Financial Services's portfolio in Q1 2017, its #270 holding.
  • Commonwealth Financial Services first reported a position in Legacy Reserves Inc. Common Stock in Q4 2014 and has held it in 10 quarters since.
  • Commonwealth Financial Services's Legacy Reserves Inc. Common Stock position peaked at $7K in Q4 2014.
  • 54 funds tracked by Wall St. Rank held Legacy Reserves Inc. Common Stock as of Q1 2017.

Based on Commonwealth Financial Services's 13F filing for Q1 2017, filed 20 Apr 2017.