MFW
LGCY

Mosaic Family Wealth’s Legacy Reserves Inc. Common Stock LGCY Stock Holding History

Mosaic Family Wealth’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
2017
Q4 		– Sell
-400
Closed -$1K – 975
2017
Q3 		$1K Buy
+400
New +$519 ﹤0.01% 899

Other funds holding LGCY

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
FTCM
Fir Tree Capital Management New York $21.8M AUM 1.61% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
EA
Edge Advisors Atlanta, Georgia $1.12B AUM 9.47% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Mosaic Family Wealth's LGCY Position: Q4 2017 in Review

Mosaic Family Wealth sold out of Legacy Reserves Inc. Common Stock (LGCY) in Q4 2017, closing a stake of 400 shares — an estimated $1K sold.

Mosaic Family Wealth first reported a position in LGCY in Q3 2017 and held it in 1 quarter. The position peaked at $1K in Q3 2017. 44 funds tracked by Wall St. Rank hold LGCY as of Q4 2017.

  • Mosaic Family Wealth reported no remaining Legacy Reserves Inc. Common Stock position as of Q4 2017 after selling out during the quarter.
  • Mosaic Family Wealth sold 400 Legacy Reserves Inc. Common Stock shares in Q4 2017, an estimated $1K.
  • Mosaic Family Wealth first reported a position in Legacy Reserves Inc. Common Stock in Q3 2017 and held it in 1 quarter.
  • Mosaic Family Wealth's Legacy Reserves Inc. Common Stock position peaked at $1K in Q3 2017.
  • 44 funds tracked by Wall St. Rank held Legacy Reserves Inc. Common Stock as of Q4 2017.

Based on Mosaic Family Wealth's 13F filing for Q4 2017, filed 13 Feb 2018.