TCA
LGCY

Tortoise Capital Advisors’s Legacy Reserves Inc. Common Stock LGCY Stock Holding History

Tortoise Capital Advisors’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
2014
Q4 		– Sell
-486,608
Closed -$14.4M – 136
2014
Q3 		$14.4M Sell
486,608
-147,000
-23% -$4.46M 0.08% 57
2014
Q2 		$19.8M Sell
633,608
-44,300
-7% -$1.23M 0.11% 58
2014
Q1 		$16.8M Hold
677,908
– – 0.11% 58
2013
Q4 		$19.1M Buy
677,908
+170,708
+34% +$4.7M 0.14% 56
2013
Q3 		$13.7M Buy
507,200
+186,145
+58% +$5.03M 0.11% 64
2013
Q2 		$8.54M Buy
+321,055
New +$8.68M 0.07% 71

Other funds holding LGCY

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.83B AUM 190.64% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.01B 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 $1.47T AUM 27.86% 1-Year Est. Return
RA
RR Advisors Dallas, Texas $360M AUM 28.52% 1-Year Est. Return
IMS
Index Management Solutions Philadelphia, Pennsylvania $101M AUM 12.09% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return