SNC
LGCY

Stifel Nicolaus & Co’s Legacy Reserves Inc. Common Stock LGCY Stock Holding History

Stifel Nicolaus & Co’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
2013
Q3 		$2.21M Sell
81,797
-27,094
-25% -$732K 0.04% 431
2013
Q2 		$2.9M Buy
+108,891
New +$2.95M 0.05% 330

Other funds holding LGCY

MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
IMS
Index Management Solutions Philadelphia, Pennsylvania $101M AUM 12.09% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Stifel Nicolaus & Co's LGCY Position: Q3 2013 in Review

Stifel Nicolaus & Co reduced its Legacy Reserves Inc. Common Stock (LGCY) stake by 25% in Q3 2013, selling an estimated $732K and leaving 81,797 shares worth $2.21M. The position accounts for 0.04% of the portfolio, ranked #431.

Stifel Nicolaus & Co first reported a position in LGCY in Q2 2013 and has held it in 2 quarters since. The position peaked at $2.9M in Q2 2013. 104 funds tracked by Wall St. Rank hold LGCY as of Q3 2013.

  • Stifel Nicolaus & Co held 81,797 shares of Legacy Reserves Inc. Common Stock worth $2.21M as of Q3 2013.
  • Stifel Nicolaus & Co sold 27,094 Legacy Reserves Inc. Common Stock shares in Q3 2013, an estimated $732K.
  • Legacy Reserves Inc. Common Stock made up 0.04% of Stifel Nicolaus & Co's portfolio in Q3 2013, its #431 holding.
  • Stifel Nicolaus & Co first reported a position in Legacy Reserves Inc. Common Stock in Q2 2013 and has held it in 2 quarters since.
  • Stifel Nicolaus & Co's Legacy Reserves Inc. Common Stock position peaked at $2.9M in Q2 2013.
  • 104 funds tracked by Wall St. Rank held Legacy Reserves Inc. Common Stock as of Q3 2013.

Based on Stifel Nicolaus & Co's 13F filing for Q3 2013, filed 13 Nov 2013.