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Cumberland Advisors’s Legacy Reserves Inc. Common Stock LGCY Stock Holding History

Cumberland Advisors’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
2014
Q4 		– Sell
-600
Closed -$18K – 76
2014
Q3 		$18K Buy
+600
New +$18.2K 0.01% 62

Other funds holding LGCY

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Magnetar Financial
Magnetar Financial Evanston, Illinois $11B AUM 3.37% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return
Kayne Anderson Capital Advisors
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
RA
RR Advisors Dallas, Texas $346M AUM 31.14% 1-Year Est. Return
IMS
Index Management Solutions Philadelphia, Pennsylvania $101M AUM 12.09% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Cumberland Advisors's LGCY Position: Q4 2014 in Review

Cumberland Advisors sold out of Legacy Reserves Inc. Common Stock (LGCY) in Q4 2014, closing a stake of 600 shares — an estimated $18K sold.

Cumberland Advisors first reported a position in LGCY in Q3 2014 and held it in 1 quarter. The position peaked at $18K in Q3 2014. 94 funds tracked by Wall St. Rank hold LGCY as of Q4 2014.

  • Cumberland Advisors reported no remaining Legacy Reserves Inc. Common Stock position as of Q4 2014 after selling out during the quarter.
  • Cumberland Advisors sold 600 Legacy Reserves Inc. Common Stock shares in Q4 2014, an estimated $18K.
  • Cumberland Advisors first reported a position in Legacy Reserves Inc. Common Stock in Q3 2014 and held it in 1 quarter.
  • Cumberland Advisors's Legacy Reserves Inc. Common Stock position peaked at $18K in Q3 2014.
  • 94 funds tracked by Wall St. Rank held Legacy Reserves Inc. Common Stock as of Q4 2014.

Based on Cumberland Advisors's 13F filing for Q4 2014, filed 9 Jan 2015.