San Francisco Sentry Investment Group’s Legacy Reserves Inc. Common Stock LGCY Stock Holding History

San Francisco Sentry Investment Group’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 Q2	–	Sell	-660	Closed	-$3K	–	922
2018 Q1	$3K	Hold	660	–	–	﹤0.01%	828
2017 Q4	$1K	Hold	660	–	–	﹤0.01%	896
2017 Q3	$1K	Hold	660	–	–	﹤0.01%	908
2017 Q2	$1K	Buy	+660	New	+$1.27K	﹤0.01%	744
2014 Q4	–	Sell	-1,034	Closed	-$31K	–	513
2014 Q3	$31K	Buy	1,034 +312	+43%	+$9.46K	0.02%	357
2014 Q2	$23K	Buy	722 +6	+0.8%	+$166	0.01%	394
2014 Q1	$18K	Buy	716 +5	+0.7%	+$134	0.01%	461
2013 Q4	$20K	Sell	711 -119	-14%	-$3.27K	0.01%	432
2013 Q3	$22K	Buy	830 +5	+0.6%	+$135	0.01%	399
2013 Q2	$22K	Buy	+825	New	+$22.3K	0.01%	407

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

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 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

RJA

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

Navellier & Associates Reno, Nevada $960M AUM 79.37% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

San Francisco Sentry Investment Group's LGCY Position: Q2 2018 in Review

San Francisco Sentry Investment Group sold out of Legacy Reserves Inc. Common Stock (LGCY) in Q2 2018, closing a stake of 660 shares — an estimated $3K sold.

San Francisco Sentry Investment Group first reported a position in LGCY in Q2 2013 and held it in 10 quarters. The position peaked at $31K in Q3 2014. 53 funds tracked by Wall St. Rank hold LGCY as of Q2 2018.

San Francisco Sentry Investment Group reported no remaining Legacy Reserves Inc. Common Stock position as of Q2 2018 after selling out during the quarter.
San Francisco Sentry Investment Group sold 660 Legacy Reserves Inc. Common Stock shares in Q2 2018, an estimated $3K.
San Francisco Sentry Investment Group first reported a position in Legacy Reserves Inc. Common Stock in Q2 2013 and held it in 10 quarters.
San Francisco Sentry Investment Group's Legacy Reserves Inc. Common Stock position peaked at $31K in Q3 2014.
53 funds tracked by Wall St. Rank held Legacy Reserves Inc. Common Stock as of Q2 2018.

Based on San Francisco Sentry Investment Group's 13F filing for Q2 2018, filed 6 Aug 2018.