Farmers & Merchants Investments Inc’s Legacy Reserves Inc. Common Stock LGCY Stock Holding History

Farmers & Merchants Investments Inc’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 Q3	–	Sell	-375	Closed	-$12K	–	721
2014 Q2	$12K	Hold	375	–	–	﹤0.01%	482
2014 Q1	$9K	Hold	375	–	–	﹤0.01%	521
2013 Q4	$11K	Hold	375	–	–	﹤0.01%	496
2013 Q3	$10K	Hold	375	–	–	﹤0.01%	471
2013 Q2	$10K	Buy	+375	New	+$10.1K	﹤0.01%	474

Other funds holding LGCY

NIM

NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return

Magnetar Financial Evanston, Illinois $9.84B AUM 190.63% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

IMS

Index Management Solutions Philadelphia, Pennsylvania $101M AUM 12.09% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Farmers & Merchants Investments Inc's LGCY Position: Q3 2014 in Review

Farmers & Merchants Investments Inc sold out of Legacy Reserves Inc. Common Stock (LGCY) in Q3 2014, closing a stake of 375 shares — an estimated $12K sold.

Farmers & Merchants Investments Inc first reported a position in LGCY in Q2 2013 and held it in 5 quarters. The position peaked at $12K in Q2 2014. 103 funds tracked by Wall St. Rank hold LGCY as of Q3 2014.

Farmers & Merchants Investments Inc reported no remaining Legacy Reserves Inc. Common Stock position as of Q3 2014 after selling out during the quarter.
Farmers & Merchants Investments Inc sold 375 Legacy Reserves Inc. Common Stock shares in Q3 2014, an estimated $12K.
Farmers & Merchants Investments Inc first reported a position in Legacy Reserves Inc. Common Stock in Q2 2013 and held it in 5 quarters.
Farmers & Merchants Investments Inc's Legacy Reserves Inc. Common Stock position peaked at $12K in Q2 2014.
103 funds tracked by Wall St. Rank held Legacy Reserves Inc. Common Stock as of Q3 2014.

Based on Farmers & Merchants Investments Inc's 13F filing for Q3 2014, filed 24 Oct 2014.