LCM
LGCY

Lucas Capital Management’s Legacy Reserves Inc. Common Stock LGCY Stock Holding History

Lucas Capital Management’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
-11,385
Closed -$338K – 144
2014
Q3 		$338K Buy
11,385
+8
+0.1% +$242 0.1% 107
2014
Q2 		$355K Sell
11,377
-990
-8% -$27.4K 0.11% 107
2014
Q1 		$307K Sell
12,367
-1,992
-14% -$53.4K 0.1% 108
2013
Q4 		$404K Sell
14,359
-591
-4% -$16.3K 0.13% 91
2013
Q3 		$404K Sell
14,950
-500
-3% -$13.5K 0.14% 89
2013
Q2 		$411K Buy
+15,450
New +$418K 0.12% 87

Other funds holding LGCY

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RA
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
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Lucas Capital Management's LGCY Position: Q4 2014 in Review

Lucas Capital Management sold out of Legacy Reserves Inc. Common Stock (LGCY) in Q4 2014, closing a stake of 11,385 shares — an estimated $338K sold.

Lucas Capital Management first reported a position in LGCY in Q2 2013 and held it in 6 quarters. The position peaked at $411K in Q2 2013. 94 funds tracked by Wall St. Rank hold LGCY as of Q4 2014.

  • Lucas Capital Management reported no remaining Legacy Reserves Inc. Common Stock position as of Q4 2014 after selling out during the quarter.
  • Lucas Capital Management sold 11,385 Legacy Reserves Inc. Common Stock shares in Q4 2014, an estimated $338K.
  • Lucas Capital Management first reported a position in Legacy Reserves Inc. Common Stock in Q2 2013 and held it in 6 quarters.
  • Lucas Capital Management's Legacy Reserves Inc. Common Stock position peaked at $411K in Q2 2013.
  • 94 funds tracked by Wall St. Rank held Legacy Reserves Inc. Common Stock as of Q4 2014.

Based on Lucas Capital Management's 13F filing for Q4 2014, filed 29 Jan 2015.