Index Management Solutions’s Legacy Reserves Inc. Common Stock LGCY Stock Holding History

Index Management Solutions’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
2015 Q1	–	Sell	-639,179	Closed	-$7.31M	–	899
2014 Q4	$7.31M	Buy	639,179 +23,541	+4%	+$449K	1.01%	28
2014 Q3	$18.3M	Buy	615,638 +50,700	+9%	+$1.54M	2.08%	3
2014 Q2	$17.6M	Buy	564,938 +51,864	+10%	+$1.44M	2.15%	4
2014 Q1	$12.7M	Buy	513,074 +56,315	+12%	+$1.51M	2.06%	16
2013 Q4	$12.9M	Buy	456,759 +29,690	+7%	+$817K	3.23%	8
2013 Q3	$11.5M	Buy	+427,069	New	+$11.5M	3.43%	10

Other funds holding LGCY

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

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

Index Management Solutions's LGCY Position: Q1 2015 in Review

Index Management Solutions sold out of Legacy Reserves Inc. Common Stock (LGCY) in Q1 2015, closing a stake of 639,179 shares — an estimated $7.31M sold.

Index Management Solutions first reported a position in LGCY in Q3 2013 and held it in 6 quarters. The position peaked at $18.3M in Q3 2014. 87 funds tracked by Wall St. Rank hold LGCY as of Q1 2015.

Index Management Solutions reported no remaining Legacy Reserves Inc. Common Stock position as of Q1 2015 after selling out during the quarter.
Index Management Solutions sold 639,179 Legacy Reserves Inc. Common Stock shares in Q1 2015, an estimated $7.31M.
Index Management Solutions first reported a position in Legacy Reserves Inc. Common Stock in Q3 2013 and held it in 6 quarters.
Index Management Solutions's Legacy Reserves Inc. Common Stock position peaked at $18.3M in Q3 2014.
87 funds tracked by Wall St. Rank held Legacy Reserves Inc. Common Stock as of Q1 2015.

Based on Index Management Solutions's 13F filing for Q1 2015, filed 15 May 2015.