Creative Planning
LGCY

Creative Planning’s Legacy Reserves Inc. Common Stock LGCY Stock Holding History

Creative Planning’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
Q3 		– Sell
-6,379
Closed -$9K – 4298
2017
Q2 		$9K Sell
6,379
-3,422
-35% -$6.59K ﹤0.01% 3718
2017
Q1 		$22K Hold
9,801
– – ﹤0.01% 3078
2016
Q4 		$21K Hold
9,801
– – ﹤0.01% 3064
2016
Q3 		$13K Buy
9,801
+3,601
+58% +$5.8K ﹤0.01% 3356
2016
Q2 		$10K Sell
6,200
-17,600
-74% -$37.3K ﹤0.01% 3277
2016
Q1 		$23K Buy
23,800
+10,200
+75% +$11.1K ﹤0.01% 2663
2015
Q4 		$24K Buy
13,600
+6,500
+92% +$21.4K ﹤0.01% 2725
2015
Q3 		$29K Buy
+7,100
New +$47.9K ﹤0.01% 2452
2015
Q2 		– Sell
-6,560
Closed -$66K – 3538
2015
Q1 		$66K Sell
6,560
-540
-8% -$6K ﹤0.01% 1830
2014
Q4 		$81K Sell
7,100
-2,320
-25% -$44.3K ﹤0.01% 1671
2014
Q3 		$280K Buy
9,420
+69
+0.7% +$2.09K ﹤0.01% 897
2014
Q2 		$292K Buy
9,351
+356
+4% +$9.86K ﹤0.01% 854
2014
Q1 		$223K Buy
8,995
+200
+2% +$5.36K ﹤0.01% 948
2013
Q4 		$248K Sell
8,795
-5
-0.1% -$138 ﹤0.01% 766
2013
Q3 		$238K Buy
8,800
+100
+1% +$2.7K ﹤0.01% 697
2013
Q2 		$231K Buy
+8,700
New +$235K 0.01% 637

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
RA
RR Advisors Dallas, Texas $360M AUM 28.52% 1-Year Est. Return
PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1B AUM 51.95% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Creative Planning's LGCY Position: Q3 2017 in Review

Creative Planning sold out of Legacy Reserves Inc. Common Stock (LGCY) in Q3 2017, closing a stake of 6,379 shares — an estimated $9K sold.

Creative Planning first reported a position in LGCY in Q2 2013 and held it in 16 quarters. The position peaked at $292K in Q2 2014. 48 funds tracked by Wall St. Rank hold LGCY as of Q3 2017.

  • Creative Planning reported no remaining Legacy Reserves Inc. Common Stock position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 6,379 Legacy Reserves Inc. Common Stock shares in Q3 2017, an estimated $9K.
  • Creative Planning first reported a position in Legacy Reserves Inc. Common Stock in Q2 2013 and held it in 16 quarters.
  • Creative Planning's Legacy Reserves Inc. Common Stock position peaked at $292K in Q2 2014.
  • 48 funds tracked by Wall St. Rank held Legacy Reserves Inc. Common Stock as of Q3 2017.

Based on Creative Planning's 13F filing for Q3 2017, filed 17 Oct 2017.