GI
LGCY

Gradient Investments’s Legacy Reserves Inc. Common Stock LGCY Stock Holding History

Gradient Investments’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
2016
Q3 		– Sell
-2,696
Closed -$4K – 807
2016
Q2 		$4K Buy
+2,696
New +$5.72K ﹤0.01% 567

Other funds holding LGCY

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return
AIA
Arrow Investment Advisors Laurel, Maryland $93.9M AUM 10.95% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return
RA
RR Advisors Dallas, Texas $360M AUM 28.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Gradient Investments's LGCY Position: Q3 2016 in Review

Gradient Investments sold out of Legacy Reserves Inc. Common Stock (LGCY) in Q3 2016, closing a stake of 2,696 shares — an estimated $4K sold.

Gradient Investments first reported a position in LGCY in Q2 2016 and held it in 1 quarter. The position peaked at $4K in Q2 2016. 55 funds tracked by Wall St. Rank hold LGCY as of Q3 2016.

  • Gradient Investments reported no remaining Legacy Reserves Inc. Common Stock position as of Q3 2016 after selling out during the quarter.
  • Gradient Investments sold 2,696 Legacy Reserves Inc. Common Stock shares in Q3 2016, an estimated $4K.
  • Gradient Investments first reported a position in Legacy Reserves Inc. Common Stock in Q2 2016 and held it in 1 quarter.
  • Gradient Investments's Legacy Reserves Inc. Common Stock position peaked at $4K in Q2 2016.
  • 55 funds tracked by Wall St. Rank held Legacy Reserves Inc. Common Stock as of Q3 2016.

Based on Gradient Investments's 13F filing for Q3 2016, filed 11 Oct 2016.