MCIA
LGCY

Mountain Capital Investment Advisors’s Legacy Reserves Inc. Common Stock LGCY Stock Holding History

Mountain Capital Investment Advisors’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
-285
Closed – – 490
2017
Q3 		$0 Sell
285
-1,000
-78% -$1.3K ﹤0.01% 559
2017
Q2 		$2K Buy
+1,285
New +$2.48K ﹤0.01% 478

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 $9.37B AUM 36.4% 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

Mountain Capital Investment Advisors's LGCY Position: Q4 2017 in Review

Mountain Capital Investment Advisors sold out of Legacy Reserves Inc. Common Stock (LGCY) in Q4 2017, closing a stake of 285 shares.

Mountain Capital Investment Advisors first reported a position in LGCY in Q2 2017 and held it in 2 quarters. The position peaked at $2K in Q2 2017. 44 funds tracked by Wall St. Rank hold LGCY as of Q4 2017.

  • Mountain Capital Investment Advisors reported no remaining Legacy Reserves Inc. Common Stock position as of Q4 2017 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 285 Legacy Reserves Inc. Common Stock shares in Q4 2017.
  • Mountain Capital Investment Advisors first reported a position in Legacy Reserves Inc. Common Stock in Q2 2017 and held it in 2 quarters.
  • Mountain Capital Investment Advisors's Legacy Reserves Inc. Common Stock position peaked at $2K in Q2 2017.
  • 44 funds tracked by Wall St. Rank held Legacy Reserves Inc. Common Stock as of Q4 2017.

Based on Mountain Capital Investment Advisors's 13F filing for Q4 2017, filed 9 Feb 2018.