Institutional & Family Asset Management’s Legacy Reserves Inc. Common Stock LGCY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q2
Sell
-27,676
Closed -$14K 899
2019
Q1
$14K Hold
27,676
﹤0.01% 464
2018
Q4
$43K Buy
+27,676
New +$88.6K 0.01% 339

Other funds holding LGCY

Institutional & Family Asset Management's LGCY Position: Q2 2019 in Review

Institutional & Family Asset Management sold out of Legacy Reserves Inc. Common Stock (LGCY) in Q2 2019, closing a stake of 27,676 shares — an estimated $14K sold.

Institutional & Family Asset Management first reported a position in LGCY in Q4 2018 and held it in 2 quarters. The position peaked at $43K in Q4 2018. 10 funds tracked by Wall St. Rank hold LGCY as of Q2 2019.

  • Institutional & Family Asset Management reported no remaining Legacy Reserves Inc. Common Stock position as of Q2 2019 after selling out during the quarter.
  • Institutional & Family Asset Management sold 27,676 Legacy Reserves Inc. Common Stock shares in Q2 2019, an estimated $14K.
  • Institutional & Family Asset Management first reported a position in Legacy Reserves Inc. Common Stock in Q4 2018 and held it in 2 quarters.
  • Institutional & Family Asset Management's Legacy Reserves Inc. Common Stock position peaked at $43K in Q4 2018.
  • 10 funds tracked by Wall St. Rank held Legacy Reserves Inc. Common Stock as of Q2 2019.

Based on Institutional & Family Asset Management's 13F filing for Q2 2019, filed 14 Aug 2019.