IA
LGCY

IndexIQ Advisors’s Legacy Reserves Inc. Common Stock LGCY Stock Holding History

IndexIQ Advisors’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
2017
Q3 		– Sell
-1,765
Closed -$3K – 560
2017
Q2 		$3K Sell
1,765
-31
-2% -$60 ﹤0.01% 562
2017
Q1 		$4K Buy
+1,796
New +$4.05K ﹤0.01% 325
2016
Q1 		– Sell
-2,411
Closed -$4K – 288
2015
Q4 		$4K Sell
2,411
-794
-25% -$2.61K ﹤0.01% 267
2015
Q3 		$13K Sell
3,205
-811
-20% -$5.48K ﹤0.01% 245
2015
Q2 		$34K Sell
4,016
-245
-6% -$2.7K ﹤0.01% 228
2015
Q1 		$43K Buy
4,261
+2,680
+170% +$29.8K ﹤0.01% 223
2014
Q4 		$18K Buy
+1,581
New +$30.2K ﹤0.01% 212

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
RA
RR Advisors Dallas, Texas $360M AUM 28.52% 1-Year Est. Return
PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1B AUM 51.95% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

IndexIQ Advisors's LGCY Position: Q3 2017 in Review

IndexIQ Advisors sold out of Legacy Reserves Inc. Common Stock (LGCY) in Q3 2017, closing a stake of 1,765 shares — an estimated $3K sold.

IndexIQ Advisors first reported a position in LGCY in Q4 2014 and held it in 7 quarters. The position peaked at $43K in Q1 2015. 48 funds tracked by Wall St. Rank hold LGCY as of Q3 2017.

  • IndexIQ Advisors reported no remaining Legacy Reserves Inc. Common Stock position as of Q3 2017 after selling out during the quarter.
  • IndexIQ Advisors sold 1,765 Legacy Reserves Inc. Common Stock shares in Q3 2017, an estimated $3K.
  • IndexIQ Advisors first reported a position in Legacy Reserves Inc. Common Stock in Q4 2014 and held it in 7 quarters.
  • IndexIQ Advisors's Legacy Reserves Inc. Common Stock position peaked at $43K in Q1 2015.
  • 48 funds tracked by Wall St. Rank held Legacy Reserves Inc. Common Stock as of Q3 2017.

Based on IndexIQ Advisors's 13F filing for Q3 2017, filed 2 Nov 2017.