Independent Advisor Alliance’s Legacy Reserves Inc. Common Stock LGCY Stock Holding History

Independent Advisor Alliance’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
2019 Q2	–	Sell	-35,997	Closed	-$18K	–	493
2019 Q1	$18K	Hold	35,997	–	–	﹤0.01%	437
2018 Q4	$55K	Buy	35,997 +213	+0.6%	+$682	0.01%	390
2018 Q3	$191K	Buy	35,784 +793	+2%	+$4.14K	0.03%	350
2018 Q2	$241K	Hold	34,991	–	–	0.05%	282
2018 Q1	$151K	Buy	34,991 +3,074	+10%	+$9.13K	0.03%	324
2017 Q4	$52K	Buy	+31,917	New	+$47.6K	0.01%	316

Other funds holding LGCY

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Independent Advisor Alliance's LGCY Position: Q2 2019 in Review

Independent Advisor Alliance sold out of Legacy Reserves Inc. Common Stock (LGCY) in Q2 2019, closing a stake of 35,997 shares — an estimated $18K sold.

Independent Advisor Alliance first reported a position in LGCY in Q4 2017 and held it in 6 quarters. The position peaked at $241K in Q2 2018. 10 funds tracked by Wall St. Rank hold LGCY as of Q2 2019.

Independent Advisor Alliance reported no remaining Legacy Reserves Inc. Common Stock position as of Q2 2019 after selling out during the quarter.
Independent Advisor Alliance sold 35,997 Legacy Reserves Inc. Common Stock shares in Q2 2019, an estimated $18K.
Independent Advisor Alliance first reported a position in Legacy Reserves Inc. Common Stock in Q4 2017 and held it in 6 quarters.
Independent Advisor Alliance's Legacy Reserves Inc. Common Stock position peaked at $241K in Q2 2018.
10 funds tracked by Wall St. Rank held Legacy Reserves Inc. Common Stock as of Q2 2019.

Based on Independent Advisor Alliance's 13F filing for Q2 2019, filed 12 Aug 2019.