LPL Financial
LGCY

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

LPL Financial’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
-13,007
Closed -$20K – 3268
2018
Q4 		$20K Buy
+13,007
New +$41.7K ﹤0.01% 3040
2014
Q2 		– Sell
-10,442
Closed -$259K – 2782
2014
Q1 		$259K Buy
10,442
+2,082
+25% +$55.8K ﹤0.01% 2243
2013
Q4 		$235K Buy
8,360
+831
+11% +$22.9K ﹤0.01% 2316
2013
Q3 		$208K Buy
+7,529
New +$203K ﹤0.01% 2294

Other funds holding LGCY

BCC
Baines Creek Capital Austin, Texas $37.9M AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Bank of America
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

LPL Financial's LGCY Position: Q1 2019 in Review

LPL Financial sold out of Legacy Reserves Inc. Common Stock (LGCY) in Q1 2019, closing a stake of 13,007 shares — an estimated $20K sold.

LPL Financial first reported a position in LGCY in Q3 2013 and held it in 4 quarters. The position peaked at $259K in Q1 2014. 68 funds tracked by Wall St. Rank hold LGCY as of Q1 2019.

  • LPL Financial reported no remaining Legacy Reserves Inc. Common Stock position as of Q1 2019 after selling out during the quarter.
  • LPL Financial sold 13,007 Legacy Reserves Inc. Common Stock shares in Q1 2019, an estimated $20K.
  • LPL Financial first reported a position in Legacy Reserves Inc. Common Stock in Q3 2013 and held it in 4 quarters.
  • LPL Financial's Legacy Reserves Inc. Common Stock position peaked at $259K in Q1 2014.
  • 68 funds tracked by Wall St. Rank held Legacy Reserves Inc. Common Stock as of Q1 2019.

Based on LPL Financial's 13F filing for Q1 2019, filed 8 May 2019.