LFG
LGCY

LifePlan Financial Group’s Legacy Reserves Inc. Common Stock LGCY Stock Holding History

LifePlan Financial Group’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
Q2 		– Sell
-400
Closed -$10K – 249
2014
Q1 		$10K Hold
400
– – 0.01% 180
2013
Q4 		$11K Hold
400
– – 0.01% 156
2013
Q3 		$11K Hold
400
– – 0.01% 147
2013
Q2 		$11K Buy
+400
New +$10.8K 0.01% 115

Other funds holding LGCY

MF
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
IMS
Index Management Solutions Philadelphia, Pennsylvania $101M AUM 12.09% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LifePlan Financial Group's LGCY Position: Q2 2014 in Review

LifePlan Financial Group sold out of Legacy Reserves Inc. Common Stock (LGCY) in Q2 2014, closing a stake of 400 shares — an estimated $10K sold.

LifePlan Financial Group first reported a position in LGCY in Q2 2013 and held it in 4 quarters. The position peaked at $11K in Q4 2013. 102 funds tracked by Wall St. Rank hold LGCY as of Q2 2014.

  • LifePlan Financial Group reported no remaining Legacy Reserves Inc. Common Stock position as of Q2 2014 after selling out during the quarter.
  • LifePlan Financial Group sold 400 Legacy Reserves Inc. Common Stock shares in Q2 2014, an estimated $10K.
  • LifePlan Financial Group first reported a position in Legacy Reserves Inc. Common Stock in Q2 2013 and held it in 4 quarters.
  • LifePlan Financial Group's Legacy Reserves Inc. Common Stock position peaked at $11K in Q4 2013.
  • 102 funds tracked by Wall St. Rank held Legacy Reserves Inc. Common Stock as of Q2 2014.

Based on LifePlan Financial Group's 13F filing for Q2 2014, filed 3 Jul 2014.