RFS
LGCY

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

Rockefeller 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
2017
Q1 		– Sell
-2,000
Closed -$4K – 517
2016
Q4 		$4K Buy
+2,000
New +$3.6K ﹤0.01% 493

Other funds holding LGCY

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CS
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
RA
RR Advisors Dallas, Texas $360M AUM 28.52% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Rockefeller Financial Services's LGCY Position: Q1 2017 in Review

Rockefeller Financial Services sold out of Legacy Reserves Inc. Common Stock (LGCY) in Q1 2017, closing a stake of 2,000 shares — an estimated $4K sold.

Rockefeller Financial Services first reported a position in LGCY in Q4 2016 and held it in 1 quarter. The position peaked at $4K in Q4 2016. 54 funds tracked by Wall St. Rank hold LGCY as of Q1 2017.

  • Rockefeller Financial Services reported no remaining Legacy Reserves Inc. Common Stock position as of Q1 2017 after selling out during the quarter.
  • Rockefeller Financial Services sold 2,000 Legacy Reserves Inc. Common Stock shares in Q1 2017, an estimated $4K.
  • Rockefeller Financial Services first reported a position in Legacy Reserves Inc. Common Stock in Q4 2016 and held it in 1 quarter.
  • Rockefeller Financial Services's Legacy Reserves Inc. Common Stock position peaked at $4K in Q4 2016.
  • 54 funds tracked by Wall St. Rank held Legacy Reserves Inc. Common Stock as of Q1 2017.

Based on Rockefeller Financial Services's 13F filing for Q1 2017, filed 28 Apr 2017.