HFS
LGCY

HL Financial Services’s Legacy Reserves Inc. Common Stock LGCY Stock Holding History

HL Financial Services’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
Q2 		– Sell
-14,910
Closed -$370K – 697
2014
Q1 		$370K Sell
14,910
-938
-6% -$25.1K 0.01% 473
2013
Q4 		$446K Sell
15,848
-349
-2% -$9.6K 0.01% 413
2013
Q3 		$438K Buy
+16,197
New +$437K 0.02% 381

Other funds holding LGCY

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
IMS
Index Management Solutions Philadelphia, Pennsylvania $101M AUM 12.09% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

HL Financial Services's LGCY Position: Q2 2014 in Review

HL Financial Services sold out of Legacy Reserves Inc. Common Stock (LGCY) in Q2 2014, closing a stake of 14,910 shares — an estimated $370K sold.

HL Financial Services first reported a position in LGCY in Q3 2013 and held it in 3 quarters. The position peaked at $446K in Q4 2013. 102 funds tracked by Wall St. Rank hold LGCY as of Q2 2014.

  • HL Financial Services reported no remaining Legacy Reserves Inc. Common Stock position as of Q2 2014 after selling out during the quarter.
  • HL Financial Services sold 14,910 Legacy Reserves Inc. Common Stock shares in Q2 2014, an estimated $370K.
  • HL Financial Services first reported a position in Legacy Reserves Inc. Common Stock in Q3 2013 and held it in 3 quarters.
  • HL Financial Services's Legacy Reserves Inc. Common Stock position peaked at $446K in Q4 2013.
  • 102 funds tracked by Wall St. Rank held Legacy Reserves Inc. Common Stock as of Q2 2014.

Based on HL Financial Services's 13F filing for Q2 2014, filed 1 Aug 2014.