US Bancorp
LGCY

US Bancorp’s Legacy Reserves Inc. Common Stock LGCY Stock Holding History

US Bancorp’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
2019
Q1 		– Sell
-2,000
Closed -$3K – 3724
2018
Q4 		$3K Hold
2,000
– – ﹤0.01% 3377
2018
Q3 		$10K Hold
2,000
– – ﹤0.01% 3136
2018
Q2 		$14K Hold
2,000
– – ﹤0.01% 3055
2018
Q1 		$9K Hold
2,000
– – ﹤0.01% 3196
2017
Q4 		$3K Hold
2,000
– – ﹤0.01% 3442
2017
Q3 		$3K Hold
2,000
– – ﹤0.01% 3395
2017
Q2 		$3K Hold
2,000
– – ﹤0.01% 3360
2017
Q1 		$5K Sell
2,000
-400
-17% -$902 ﹤0.01% 3226
2016
Q4 		$5K Hold
2,400
– – ﹤0.01% 3209
2016
Q3 		$4K Hold
2,400
– – ﹤0.01% 3227
2016
Q2 		$4K Sell
2,400
-400
-14% -$849 ﹤0.01% 3257
2016
Q1 		$2K Hold
2,800
– – ﹤0.01% 3403
2015
Q4 		$6K Hold
2,800
– – ﹤0.01% 3207
2015
Q3 		$12K Hold
2,800
– – ﹤0.01% 3041
2015
Q2 		$23K Hold
2,800
– – ﹤0.01% 2887
2015
Q1 		$28K Hold
2,800
– – ﹤0.01% 2819
2014
Q4 		$33K Hold
2,800
– – ﹤0.01% 2721
2014
Q3 		$83K Sell
2,800
-1,900
-40% -$57.6K ﹤0.01% 2219
2014
Q2 		$146K Sell
4,700
-68
-1% -$1.88K ﹤0.01% 1943
2014
Q1 		$119K Buy
4,768
+68
+1% +$1.82K ﹤0.01% 2019
2013
Q4 		$132K Buy
4,700
+2,300
+96% +$63.3K ﹤0.01% 1954
2013
Q3 		$65K Hold
2,400
– – ﹤0.01% 2234
2013
Q2 		$64K Buy
+2,400
New +$64.9K ﹤0.01% 2222

Other funds holding LGCY

BCC
Baines Creek Capital Austin, Texas $37.9M AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
XSC
X-Square Capital Guaynabo, Puerto Rico $297M AUM 32.87% 1-Year Est. Return

US Bancorp's LGCY Position: Q1 2019 in Review

US Bancorp sold out of Legacy Reserves Inc. Common Stock (LGCY) in Q1 2019, closing a stake of 2,000 shares — an estimated $3K sold.

US Bancorp first reported a position in LGCY in Q2 2013 and held it in 23 quarters. The position peaked at $146K in Q2 2014. 68 funds tracked by Wall St. Rank hold LGCY as of Q1 2019.

  • US Bancorp reported no remaining Legacy Reserves Inc. Common Stock position as of Q1 2019 after selling out during the quarter.
  • US Bancorp sold 2,000 Legacy Reserves Inc. Common Stock shares in Q1 2019, an estimated $3K.
  • US Bancorp first reported a position in Legacy Reserves Inc. Common Stock in Q2 2013 and held it in 23 quarters.
  • US Bancorp's Legacy Reserves Inc. Common Stock position peaked at $146K in Q2 2014.
  • 68 funds tracked by Wall St. Rank held Legacy Reserves Inc. Common Stock as of Q1 2019.

Based on US Bancorp's 13F filing for Q1 2019, filed 8 May 2019.