CRC
LGCY

Curi RMB Capital’s Legacy Reserves Inc. Common Stock LGCY Stock Holding History

Curi RMB Capital’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
-10,000
Closed -$297K – 470
2014
Q3 		$297K Hold
10,000
– – 0.02% 387
2014
Q2 		$312K Hold
10,000
– – 0.02% 363
2014
Q1 		$248K Hold
10,000
– – 0.02% 327
2013
Q4 		$282K Hold
10,000
– – 0.02% 297
2013
Q3 		$270K Hold
10,000
– – 0.02% 317
2013
Q2 		$266K Buy
+10,000
New +$270K 0.02% 303

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RA
RR Advisors Dallas, Texas $360M AUM 28.52% 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 $140B AUM 27.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Curi RMB Capital's LGCY Position: Q4 2014 in Review

Curi RMB Capital sold out of Legacy Reserves Inc. Common Stock (LGCY) in Q4 2014, closing a stake of 10,000 shares — an estimated $297K sold.

Curi RMB Capital first reported a position in LGCY in Q2 2013 and held it in 6 quarters. The position peaked at $312K in Q2 2014. 94 funds tracked by Wall St. Rank hold LGCY as of Q4 2014.

  • Curi RMB Capital reported no remaining Legacy Reserves Inc. Common Stock position as of Q4 2014 after selling out during the quarter.
  • Curi RMB Capital sold 10,000 Legacy Reserves Inc. Common Stock shares in Q4 2014, an estimated $297K.
  • Curi RMB Capital first reported a position in Legacy Reserves Inc. Common Stock in Q2 2013 and held it in 6 quarters.
  • Curi RMB Capital's Legacy Reserves Inc. Common Stock position peaked at $312K in Q2 2014.
  • 94 funds tracked by Wall St. Rank held Legacy Reserves Inc. Common Stock as of Q4 2014.

Based on Curi RMB Capital's 13F filing for Q4 2014, filed 11 Feb 2015.