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

MSI Financial Services’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
2016 Q4	$2K	Sell	1,122 -500	-31%	-$901	﹤0.01%	3578
2016 Q3	$2K	Hold	1,622	–	–	﹤0.01%	3593
2016 Q2	$3K	Hold	1,622	–	–	﹤0.01%	3425
2016 Q1	$2K	Hold	1,622	–	–	﹤0.01%	3639
2015 Q4	$3K	Sell	1,622 -853	-34%	-$2.81K	﹤0.01%	3367
2015 Q3	$10K	Buy	2,475 +975	+65%	+$6.58K	﹤0.01%	2095
2015 Q2	$13K	Sell	1,500 -725	-33%	-$7.99K	﹤0.01%	2015
2015 Q1	$23K	Buy	2,225 +725	+48%	+$8.05K	﹤0.01%	1745
2014 Q4	$17K	Hold	1,500	–	–	﹤0.01%	1597
2014 Q3	$45K	Hold	1,500	–	–	0.01%	1129
2014 Q2	$47K	Sell	1,500 -3,773	-72%	-$105K	0.01%	1105
2014 Q1	$131K	Buy	5,273 +840	+19%	+$22.5K	0.02%	669
2013 Q4	$125K	Sell	4,433 -63	-1%	-$1.73K	0.02%	676
2013 Q3	$121K	Buy	4,496 +1,424	+46%	+$38.4K	0.02%	604
2013 Q2	$82K	Buy	+3,072	New	+$83.1K	0.02%	700

Other funds holding LGCY

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

PGCM

Prescott Group Capital Management Tulsa, Oklahoma $1B AUM 51.95% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return

GCP

GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return

RR Advisors Dallas, Texas $360M AUM 28.52% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

MSI Financial Services's LGCY Position: Q4 2016 in Review

MSI Financial Services reduced its Legacy Reserves Inc. Common Stock (LGCY) stake by 31% in Q4 2016, selling an estimated $901 and leaving 1,122 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #3578.

MSI Financial Services first reported a position in LGCY in Q2 2013 and has held it in 15 quarters since. The position peaked at $131K in Q1 2014. 52 funds tracked by Wall St. Rank hold LGCY as of Q4 2016.

MSI Financial Services held 1,122 shares of Legacy Reserves Inc. Common Stock worth $2K as of Q4 2016.
MSI Financial Services sold 500 Legacy Reserves Inc. Common Stock shares in Q4 2016, an estimated $901.
Legacy Reserves Inc. Common Stock made up ﹤0.01% of MSI Financial Services's portfolio in Q4 2016, its #3578 holding.
MSI Financial Services first reported a position in Legacy Reserves Inc. Common Stock in Q2 2013 and has held it in 15 quarters since.
MSI Financial Services's Legacy Reserves Inc. Common Stock position peaked at $131K in Q1 2014.
52 funds tracked by Wall St. Rank held Legacy Reserves Inc. Common Stock as of Q4 2016.

Based on MSI Financial Services's 13F filing for Q4 2016, filed 13 Jan 2017.