WA
LGCY

WealthTrust-Arizona’s Legacy Reserves Inc. Common Stock LGCY Stock Holding History

WealthTrust-Arizona’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
-7,000
Closed -$34K – 740
2018
Q3 		$34K Buy
7,000
+5,000
+250% +$26.1K 0.02% 210
2018
Q2 		$14K Buy
+2,000
New +$12.3K 0.01% 344

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
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

WealthTrust-Arizona's LGCY Position: Q4 2018 in Review

WealthTrust-Arizona sold out of Legacy Reserves Inc. Common Stock (LGCY) in Q4 2018, closing a stake of 7,000 shares — an estimated $34K sold.

WealthTrust-Arizona first reported a position in LGCY in Q2 2018 and held it in 2 quarters. The position peaked at $34K in Q3 2018. 65 funds tracked by Wall St. Rank hold LGCY as of Q4 2018.

  • WealthTrust-Arizona reported no remaining Legacy Reserves Inc. Common Stock position as of Q4 2018 after selling out during the quarter.
  • WealthTrust-Arizona sold 7,000 Legacy Reserves Inc. Common Stock shares in Q4 2018, an estimated $34K.
  • WealthTrust-Arizona first reported a position in Legacy Reserves Inc. Common Stock in Q2 2018 and held it in 2 quarters.
  • WealthTrust-Arizona's Legacy Reserves Inc. Common Stock position peaked at $34K in Q3 2018.
  • 65 funds tracked by Wall St. Rank held Legacy Reserves Inc. Common Stock as of Q4 2018.

Based on WealthTrust-Arizona's 13F filing for Q4 2018, filed 7 Feb 2019.