HWP
LGCY

Hefty Wealth Partners’s Legacy Reserves Inc. Common Stock LGCY Stock Holding History

Hefty Wealth Partners’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
Q4 		– Sell
-501
Closed – – 264
2016
Q3 		$0 Buy
+501
New +$807 ﹤0.01% 263

Other funds holding LGCY

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1B AUM 51.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
OC
Oppenheimer & Co New York $8.21B AUM 28.81% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Hefty Wealth Partners's LGCY Position: Q4 2016 in Review

Hefty Wealth Partners sold out of Legacy Reserves Inc. Common Stock (LGCY) in Q4 2016, closing a stake of 501 shares.

Hefty Wealth Partners first reported a position in LGCY in Q3 2016 and held it in 1 quarter. The position peaked at $0 in Q3 2016. 52 funds tracked by Wall St. Rank hold LGCY as of Q4 2016.

  • Hefty Wealth Partners reported no remaining Legacy Reserves Inc. Common Stock position as of Q4 2016 after selling out during the quarter.
  • Hefty Wealth Partners sold 501 Legacy Reserves Inc. Common Stock shares in Q4 2016.
  • Hefty Wealth Partners first reported a position in Legacy Reserves Inc. Common Stock in Q3 2016 and held it in 1 quarter.
  • Hefty Wealth Partners's Legacy Reserves Inc. Common Stock position peaked at $0 in Q3 2016.
  • 52 funds tracked by Wall St. Rank held Legacy Reserves Inc. Common Stock as of Q4 2016.

Based on Hefty Wealth Partners's 13F filing for Q4 2016, filed 5 Jan 2017.