Jim Simons’s Legacy Reserves Inc. Common Stock LGCY Stock Holding History

Jim Simons’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 Q1	–	Sell	-338,400	Closed	-$521K	–	3823
2018 Q4	$521K	Buy	+338,400	New	+$1.08M	﹤0.01%	2851
2016 Q1	–	Sell	-485,540	Closed	-$850K	–	3620
2015 Q4	$850K	Buy	485,540 +357,636	+280%	+$1.18M	﹤0.01%	2539
2015 Q3	$523K	Buy	127,904 +47,156	+58%	+$318K	﹤0.01%	2618
2015 Q2	$692K	Sell	80,748 -140,739	-64%	-$1.55M	﹤0.01%	2615
2015 Q1	$2.24M	Sell	221,487 -343,613	-61%	-$3.82M	﹤0.01%	1868
2014 Q4	$6.46M	Buy	+565,100	New	+$10.8M	0.02%	1129
2014 Q3	–	Sell	-76,400	Closed	-$2.39M	–	3048
2014 Q2	$2.39M	Buy	76,400 +53,614	+235%	+$1.49M	0.01%	1638
2014 Q1	$566K	Buy	+22,786	New	+$611K	﹤0.01%	2311

Other funds holding LGCY

BCC

Baines Creek Capital Austin, Texas $37.9M AUM

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

WIA

World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

XSC

X-Square Capital Guaynabo, Puerto Rico $297M AUM 32.87% 1-Year Est. Return

Jim Simons's LGCY Position: Q1 2019 in Review

Jim Simons sold out of Legacy Reserves Inc. Common Stock (LGCY) in Q1 2019, closing a stake of 338,400 shares — an estimated $521K sold.

Jim Simons first reported a position in LGCY in Q1 2014 and held it in 8 quarters. The position peaked at $6.46M in Q4 2014. 68 funds tracked by Wall St. Rank hold LGCY as of Q1 2019.

Jim Simons reported no remaining Legacy Reserves Inc. Common Stock position as of Q1 2019 after selling out during the quarter.
Jim Simons sold 338,400 Legacy Reserves Inc. Common Stock shares in Q1 2019, an estimated $521K.
Jim Simons first reported a position in Legacy Reserves Inc. Common Stock in Q1 2014 and held it in 8 quarters.
Jim Simons's Legacy Reserves Inc. Common Stock position peaked at $6.46M in Q4 2014.
68 funds tracked by Wall St. Rank held Legacy Reserves Inc. Common Stock as of Q1 2019.

Based on Renaissance Technologies's 13F filing for Q1 2019, filed 14 May 2019.