IWM
LGCY

IHT Wealth Management’s Legacy Reserves Inc. Common Stock LGCY Stock Holding History

IHT Wealth Management’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
2018
Q2 		– Sell
-1,118
Closed -$5K – 1576
2018
Q1 		$5K Hold
1,118
– – ﹤0.01% 1364
2017
Q4 		$2K Buy
+1,118
New +$1.67K ﹤0.01% 1539

Other funds holding LGCY

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
FTCM
Fir Tree Capital Management New York $21.8M AUM 1.61% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
XSC
X-Square Capital Guaynabo, Puerto Rico $297M AUM 32.87% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
NA
Navellier & Associates Reno, Nevada $960M AUM 79.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

IHT Wealth Management's LGCY Position: Q2 2018 in Review

IHT Wealth Management sold out of Legacy Reserves Inc. Common Stock (LGCY) in Q2 2018, closing a stake of 1,118 shares — an estimated $5K sold.

IHT Wealth Management first reported a position in LGCY in Q4 2017 and held it in 2 quarters. The position peaked at $5K in Q1 2018. 53 funds tracked by Wall St. Rank hold LGCY as of Q2 2018.

  • IHT Wealth Management reported no remaining Legacy Reserves Inc. Common Stock position as of Q2 2018 after selling out during the quarter.
  • IHT Wealth Management sold 1,118 Legacy Reserves Inc. Common Stock shares in Q2 2018, an estimated $5K.
  • IHT Wealth Management first reported a position in Legacy Reserves Inc. Common Stock in Q4 2017 and held it in 2 quarters.
  • IHT Wealth Management's Legacy Reserves Inc. Common Stock position peaked at $5K in Q1 2018.
  • 53 funds tracked by Wall St. Rank held Legacy Reserves Inc. Common Stock as of Q2 2018.

Based on IHT Wealth Management's 13F filing for Q2 2018, filed 13 Aug 2018.