Investors Capital Advisory Services’s Legacy Reserves Inc. Common Stock LGCY Stock Holding History

Investors Capital Advisory Services’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
2014 Q4	–	Sell	-10,249	Closed	-$303K	–	755
2014 Q3	$303K	Sell	10,249 -8,355	-45%	-$253K	0.06%	430
2014 Q2	$580K	Buy	18,604 +6,670	+56%	+$185K	0.09%	312
2014 Q1	$294K	Buy	11,934 +4,793	+67%	+$128K	0.06%	409
2013 Q4	$199K	Sell	7,141 -995	-12%	-$27.4K	0.05%	505
2013 Q3	$218K	Sell	8,136 -715	-8%	-$19.3K	0.06%	442
2013 Q2	$234K	Buy	+8,851	New	+$239K	0.07%	373

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 $2.23B AUM 42.72% 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

RR Advisors Dallas, Texas $360M AUM 28.52% 1-Year Est. Return

IMS

Index Management Solutions Philadelphia, Pennsylvania $101M AUM 12.09% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Investors Capital Advisory Services's LGCY Position: Q4 2014 in Review

Investors Capital Advisory Services sold out of Legacy Reserves Inc. Common Stock (LGCY) in Q4 2014, closing a stake of 10,249 shares — an estimated $303K sold.

Investors Capital Advisory Services first reported a position in LGCY in Q2 2013 and held it in 6 quarters. The position peaked at $580K in Q2 2014. 94 funds tracked by Wall St. Rank hold LGCY as of Q4 2014.

Investors Capital Advisory Services reported no remaining Legacy Reserves Inc. Common Stock position as of Q4 2014 after selling out during the quarter.
Investors Capital Advisory Services sold 10,249 Legacy Reserves Inc. Common Stock shares in Q4 2014, an estimated $303K.
Investors Capital Advisory Services first reported a position in Legacy Reserves Inc. Common Stock in Q2 2013 and held it in 6 quarters.
Investors Capital Advisory Services's Legacy Reserves Inc. Common Stock position peaked at $580K in Q2 2014.
94 funds tracked by Wall St. Rank held Legacy Reserves Inc. Common Stock as of Q4 2014.

Based on Investors Capital Advisory Services's 13F filing for Q4 2014, filed 3 Feb 2015.