SLG
LGCY

Stanley-Laman Group’s Legacy Reserves Inc. Common Stock LGCY Stock Holding History

Stanley-Laman 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
2015
Q1 		– Sell
-86,066
Closed -$984K – 331
2014
Q4 		$984K Sell
86,066
-9,293
-10% -$177K 0.19% 128
2014
Q3 		$2.83M Sell
95,359
-292
-0.3% -$8.85K 0.55% 61
2014
Q2 		$2.99M Sell
95,651
-1,885
-2% -$52.2K 0.55% 61
2014
Q1 		$2.42M Buy
97,536
+3,253
+3% +$87.2K 0.42% 79
2013
Q4 		$2.65M Buy
+94,283
New +$2.59M 0.58% 64

Other funds holding LGCY

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.02B AUM 30.38% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Stanley-Laman Group's LGCY Position: Q1 2015 in Review

Stanley-Laman Group sold out of Legacy Reserves Inc. Common Stock (LGCY) in Q1 2015, closing a stake of 86,066 shares — an estimated $984K sold.

Stanley-Laman Group first reported a position in LGCY in Q4 2013 and held it in 5 quarters. The position peaked at $2.99M in Q2 2014. 87 funds tracked by Wall St. Rank hold LGCY as of Q1 2015.

  • Stanley-Laman Group reported no remaining Legacy Reserves Inc. Common Stock position as of Q1 2015 after selling out during the quarter.
  • Stanley-Laman Group sold 86,066 Legacy Reserves Inc. Common Stock shares in Q1 2015, an estimated $984K.
  • Stanley-Laman Group first reported a position in Legacy Reserves Inc. Common Stock in Q4 2013 and held it in 5 quarters.
  • Stanley-Laman Group's Legacy Reserves Inc. Common Stock position peaked at $2.99M in Q2 2014.
  • 87 funds tracked by Wall St. Rank held Legacy Reserves Inc. Common Stock as of Q1 2015.

Based on Stanley-Laman Group's 13F filing for Q1 2015, filed 8 May 2015.