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

Reilly Financial 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
2018 Q1	–	Sell	-1,000	Closed	-$2K	–	1094
2017 Q4	$2K	Hold	1,000	–	–	﹤0.01%	903
2017 Q3	$2K	Hold	1,000	–	–	﹤0.01%	919
2017 Q2	$1K	Hold	1,000	–	–	﹤0.01%	929
2017 Q1	$2K	Hold	1,000	–	–	﹤0.01%	862
2016 Q4	$2K	Hold	1,000	–	–	﹤0.01%	777
2016 Q3	$1K	Hold	1,000	–	–	﹤0.01%	820
2016 Q2	$2K	Hold	1,000	–	–	﹤0.01%	736
2016 Q1	$1K	Hold	1,000	–	–	﹤0.01%	1147
2015 Q4	$2K	Hold	1,000	–	–	﹤0.01%	1093
2015 Q3	$4K	Hold	1,000	–	–	﹤0.01%	1028
2015 Q2	$9K	Buy	+1,000	New	+$11K	﹤0.01%	921

Other funds holding LGCY

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

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

XSC

X-Square Capital Guaynabo, Puerto Rico $297M AUM 32.87% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

RJA

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Walleye Trading New York $60B AUM 42.19% 1-Year Est. Return

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

Reilly Financial Advisors's LGCY Position: Q1 2018 in Review

Reilly Financial Advisors sold out of Legacy Reserves Inc. Common Stock (LGCY) in Q1 2018, closing a stake of 1,000 shares — an estimated $2K sold.

Reilly Financial Advisors first reported a position in LGCY in Q2 2015 and held it in 11 quarters. The position peaked at $9K in Q2 2015. 43 funds tracked by Wall St. Rank hold LGCY as of Q1 2018.

Reilly Financial Advisors reported no remaining Legacy Reserves Inc. Common Stock position as of Q1 2018 after selling out during the quarter.
Reilly Financial Advisors sold 1,000 Legacy Reserves Inc. Common Stock shares in Q1 2018, an estimated $2K.
Reilly Financial Advisors first reported a position in Legacy Reserves Inc. Common Stock in Q2 2015 and held it in 11 quarters.
Reilly Financial Advisors's Legacy Reserves Inc. Common Stock position peaked at $9K in Q2 2015.
43 funds tracked by Wall St. Rank held Legacy Reserves Inc. Common Stock as of Q1 2018.

Based on Reilly Financial Advisors's 13F filing for Q1 2018, filed 30 Apr 2018.