CWM
LGCY

Concert Wealth Management’s Legacy Reserves Inc. Common Stock LGCY Stock Holding History

Concert Wealth Management’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
2016
Q4 		– Sell
-57,219
Closed -$77K – 982
2016
Q3 		$77K Buy
+57,219
New +$92.2K 0.01% 770

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
GCP
GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return
RA
RR Advisors Dallas, Texas $360M AUM 28.52% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Concert Wealth Management's LGCY Position: Q4 2016 in Review

Concert Wealth Management sold out of Legacy Reserves Inc. Common Stock (LGCY) in Q4 2016, closing a stake of 57,219 shares — an estimated $77K sold.

Concert Wealth Management first reported a position in LGCY in Q3 2016 and held it in 1 quarter. The position peaked at $77K in Q3 2016. 52 funds tracked by Wall St. Rank hold LGCY as of Q4 2016.

  • Concert Wealth Management reported no remaining Legacy Reserves Inc. Common Stock position as of Q4 2016 after selling out during the quarter.
  • Concert Wealth Management sold 57,219 Legacy Reserves Inc. Common Stock shares in Q4 2016, an estimated $77K.
  • Concert Wealth Management first reported a position in Legacy Reserves Inc. Common Stock in Q3 2016 and held it in 1 quarter.
  • Concert Wealth Management's Legacy Reserves Inc. Common Stock position peaked at $77K in Q3 2016.
  • 52 funds tracked by Wall St. Rank held Legacy Reserves Inc. Common Stock as of Q4 2016.

Based on Concert Wealth Management's 13F filing for Q4 2016, filed 10 Feb 2017.