FANJ
LGCY

Financial Architects (New Jersey)’s Legacy Reserves Inc. Common Stock LGCY Stock Holding History

Financial Architects (New Jersey)’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
2015
Q2 		– Sell
-1,500
Closed -$29K – 1271
2015
Q1 		$29K Hold
1,500
– – 0.01% 500
2014
Q4 		$27K Buy
+1,500
New +$28.6K 0.01% 465

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
OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Financial Architects (New Jersey)'s LGCY Position: Q2 2015 in Review

Financial Architects (New Jersey) sold out of Legacy Reserves Inc. Common Stock (LGCY) in Q2 2015, closing a stake of 1,500 shares — an estimated $29K sold.

Financial Architects (New Jersey) first reported a position in LGCY in Q4 2014 and held it in 2 quarters. The position peaked at $29K in Q1 2015. 79 funds tracked by Wall St. Rank hold LGCY as of Q2 2015.

  • Financial Architects (New Jersey) reported no remaining Legacy Reserves Inc. Common Stock position as of Q2 2015 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 1,500 Legacy Reserves Inc. Common Stock shares in Q2 2015, an estimated $29K.
  • Financial Architects (New Jersey) first reported a position in Legacy Reserves Inc. Common Stock in Q4 2014 and held it in 2 quarters.
  • Financial Architects (New Jersey)'s Legacy Reserves Inc. Common Stock position peaked at $29K in Q1 2015.
  • 79 funds tracked by Wall St. Rank held Legacy Reserves Inc. Common Stock as of Q2 2015.

Based on Financial Architects (New Jersey)'s 13F filing for Q2 2015, filed 5 Aug 2015.