TCOV
LGCY

Trust Company of Vermont’s Legacy Reserves Inc. Common Stock LGCY Stock Holding History

Trust Company of Vermont’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
Q4 		– Sell
-1,333
Closed -$36K – 747
2013
Q3 		$36K Hold
1,333
– – 0.01% 384
2013
Q2 		$35K Buy
+1,333
New +$36.1K 0.01% 390

Other funds holding LGCY

MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.63% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
IMS
Index Management Solutions Philadelphia, Pennsylvania $101M AUM 12.09% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.35% 1-Year Est. Return

Trust Company of Vermont's LGCY Position: Q4 2013 in Review

Trust Company of Vermont sold out of Legacy Reserves Inc. Common Stock (LGCY) in Q4 2013, closing a stake of 1,333 shares — an estimated $36K sold.

Trust Company of Vermont first reported a position in LGCY in Q2 2013 and held it in 2 quarters. The position peaked at $36K in Q3 2013. 108 funds tracked by Wall St. Rank hold LGCY as of Q4 2013.

  • Trust Company of Vermont reported no remaining Legacy Reserves Inc. Common Stock position as of Q4 2013 after selling out during the quarter.
  • Trust Company of Vermont sold 1,333 Legacy Reserves Inc. Common Stock shares in Q4 2013, an estimated $36K.
  • Trust Company of Vermont first reported a position in Legacy Reserves Inc. Common Stock in Q2 2013 and held it in 2 quarters.
  • Trust Company of Vermont's Legacy Reserves Inc. Common Stock position peaked at $36K in Q3 2013.
  • 108 funds tracked by Wall St. Rank held Legacy Reserves Inc. Common Stock as of Q4 2013.

Based on Trust Company of Vermont's 13F filing for Q4 2013, filed 30 Jan 2014.