SWM
LGCY

SeaCrest Wealth Management’s Legacy Reserves Inc. Common Stock LGCY Stock Holding History

SeaCrest Wealth Management’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
Q3 		– Sell
-2,000
Closed -$14K – 2381
2018
Q2 		$14K Hold
2,000
– – ﹤0.01% 1500
2018
Q1 		$9K Hold
2,000
– – ﹤0.01% 1636
2017
Q4 		$3K Buy
+2,000
New +$2.98K ﹤0.01% 1963

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
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SeaCrest Wealth Management's LGCY Position: Q3 2018 in Review

SeaCrest Wealth Management sold out of Legacy Reserves Inc. Common Stock (LGCY) in Q3 2018, closing a stake of 2,000 shares — an estimated $14K sold.

SeaCrest Wealth Management first reported a position in LGCY in Q4 2017 and held it in 3 quarters. The position peaked at $14K in Q2 2018. 59 funds tracked by Wall St. Rank hold LGCY as of Q3 2018.

  • SeaCrest Wealth Management reported no remaining Legacy Reserves Inc. Common Stock position as of Q3 2018 after selling out during the quarter.
  • SeaCrest Wealth Management sold 2,000 Legacy Reserves Inc. Common Stock shares in Q3 2018, an estimated $14K.
  • SeaCrest Wealth Management first reported a position in Legacy Reserves Inc. Common Stock in Q4 2017 and held it in 3 quarters.
  • SeaCrest Wealth Management's Legacy Reserves Inc. Common Stock position peaked at $14K in Q2 2018.
  • 59 funds tracked by Wall St. Rank held Legacy Reserves Inc. Common Stock as of Q3 2018.

Based on SeaCrest Wealth Management's 13F filing for Q3 2018, filed 14 Nov 2018.