EA
LGCY

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

Edge 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
2018
Q2 		$6K Sell
1,000
-58,000
-98% -$358K ﹤0.01% 744
2018
Q1 		$277K Hold
59,000
– – 0.03% 278
2017
Q4 		$94K Hold
59,000
– – 0.01% 407
2017
Q3 		$89K Hold
59,000
– – 0.01% 406
2017
Q2 		$86K Hold
59,000
– – 0.01% 421
2017
Q1 		$135K Hold
59,000
– – 0.02% 365
2016
Q4 		$125K Buy
+59,000
New +$106K 0.02% 350

Other funds holding LGCY

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
FTCM
Fir Tree Capital Management New York $21.8M AUM 1.61% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
XSC
X-Square Capital Guaynabo, Puerto Rico $297M AUM 32.87% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
NA
Navellier & Associates Reno, Nevada $960M AUM 79.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Edge Advisors's LGCY Position: Q2 2018 in Review

Edge Advisors reduced its Legacy Reserves Inc. Common Stock (LGCY) stake by 98% in Q2 2018, selling an estimated $358K and leaving 1,000 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #744.

Edge Advisors first reported a position in LGCY in Q4 2016 and has held it in 7 quarters since. The position peaked at $277K in Q1 2018. 53 funds tracked by Wall St. Rank hold LGCY as of Q2 2018.

  • Edge Advisors held 1,000 shares of Legacy Reserves Inc. Common Stock worth $6K as of Q2 2018.
  • Edge Advisors sold 58,000 Legacy Reserves Inc. Common Stock shares in Q2 2018, an estimated $358K.
  • Legacy Reserves Inc. Common Stock made up ﹤0.01% of Edge Advisors's portfolio in Q2 2018, its #744 holding.
  • Edge Advisors first reported a position in Legacy Reserves Inc. Common Stock in Q4 2016 and has held it in 7 quarters since.
  • Edge Advisors's Legacy Reserves Inc. Common Stock position peaked at $277K in Q1 2018.
  • 53 funds tracked by Wall St. Rank held Legacy Reserves Inc. Common Stock as of Q2 2018.

Based on Edge Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.