VFA
LGCY

Valeo Financial Advisors’s Legacy Reserves Inc. Common Stock LGCY Stock Holding History

Valeo Financial 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
2017
Q4 		– Sell
-430,156
Closed -$430K – 1460
2017
Q3 		$430K Buy
+430,156
New +$558K 0.1% 141

Other funds holding LGCY

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
FTCM
Fir Tree Capital Management New York $21.8M AUM 1.61% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
EA
Edge Advisors Atlanta, Georgia $1.12B AUM 9.47% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Valeo Financial Advisors's LGCY Position: Q4 2017 in Review

Valeo Financial Advisors sold out of Legacy Reserves Inc. Common Stock (LGCY) in Q4 2017, closing a stake of 430,156 shares — an estimated $430K sold.

Valeo Financial Advisors first reported a position in LGCY in Q3 2017 and held it in 1 quarter. The position peaked at $430K in Q3 2017. 44 funds tracked by Wall St. Rank hold LGCY as of Q4 2017.

  • Valeo Financial Advisors reported no remaining Legacy Reserves Inc. Common Stock position as of Q4 2017 after selling out during the quarter.
  • Valeo Financial Advisors sold 430,156 Legacy Reserves Inc. Common Stock shares in Q4 2017, an estimated $430K.
  • Valeo Financial Advisors first reported a position in Legacy Reserves Inc. Common Stock in Q3 2017 and held it in 1 quarter.
  • Valeo Financial Advisors's Legacy Reserves Inc. Common Stock position peaked at $430K in Q3 2017.
  • 44 funds tracked by Wall St. Rank held Legacy Reserves Inc. Common Stock as of Q4 2017.

Based on Valeo Financial Advisors's 13F filing for Q4 2017, filed 9 Feb 2018.