TRUE Private Wealth Advisors’s Legacy Reserves Inc. Common Stock LGCY Stock Holding History

TRUE Private Wealth 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
2018 Q4	–	Sell	-11,814	Closed	-$57.3K	–	1046
2018 Q3	$57.3K	Hold	11,814	–	–	0.01%	445
2018 Q2	$81K	Hold	11,814	–	–	0.01%	266
2018 Q1	$55K	Buy	+11,814	New	+$35.1K	0.01%	225

Other funds holding LGCY

BCC

Baines Creek Capital Austin, Texas $37.9M AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

WIA

World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return

HAI

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

TRUE Private Wealth Advisors's LGCY Position: Q4 2018 in Review

TRUE Private Wealth Advisors sold out of Legacy Reserves Inc. Common Stock (LGCY) in Q4 2018, closing a stake of 11,814 shares — an estimated $57.3K sold.

TRUE Private Wealth Advisors first reported a position in LGCY in Q1 2018 and held it in 3 quarters. The position peaked at $81K in Q2 2018. 65 funds tracked by Wall St. Rank hold LGCY as of Q4 2018.

TRUE Private Wealth Advisors reported no remaining Legacy Reserves Inc. Common Stock position as of Q4 2018 after selling out during the quarter.
TRUE Private Wealth Advisors sold 11,814 Legacy Reserves Inc. Common Stock shares in Q4 2018, an estimated $57.3K.
TRUE Private Wealth Advisors first reported a position in Legacy Reserves Inc. Common Stock in Q1 2018 and held it in 3 quarters.
TRUE Private Wealth Advisors's Legacy Reserves Inc. Common Stock position peaked at $81K in Q2 2018.
65 funds tracked by Wall St. Rank held Legacy Reserves Inc. Common Stock as of Q4 2018.

Based on TRUE Private Wealth Advisors's 13F filing for Q4 2018, filed 14 Jan 2019.