WA
LGCY

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

WFG 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
2016
Q2 		– Sell
-500
Closed – – 1744
2016
Q1 		$0 Hold
500
– – ﹤0.01% 1741
2015
Q4 		$1K Sell
500
-10,995
-96% -$36.2K ﹤0.01% 1527
2015
Q3 		$47K Buy
11,495
+188
+2% +$1.27K 0.01% 669
2015
Q2 		$97K Buy
11,307
+281
+3% +$3.1K 0.03% 540
2015
Q1 		$112K Buy
11,026
+470
+4% +$5.22K 0.03% 504
2014
Q4 		$121K Sell
10,556
-335
-3% -$6.39K 0.02% 581
2014
Q3 		$323K Buy
10,891
+168
+2% +$5.09K 0.06% 343
2014
Q2 		$335K Buy
10,723
+186
+2% +$5.15K 0.06% 344
2014
Q1 		$262K Sell
10,537
-1,109
-10% -$29.7K 0.05% 377
2013
Q4 		$328K Buy
11,646
+127
+1% +$3.49K 0.05% 409
2013
Q3 		$311K Buy
11,519
+420
+4% +$11.3K 0.05% 380
2013
Q2 		$295K Buy
+11,099
New +$300K 0.05% 369

Other funds holding LGCY

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
AIA
Arrow Investment Advisors Laurel, Maryland $93.9M AUM 10.95% 1-Year Est. Return
OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
DC
Deere & Company Moline, Illinois $140M AUM 16.7% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WFG Advisors's LGCY Position: Q2 2016 in Review

WFG Advisors sold out of Legacy Reserves Inc. Common Stock (LGCY) in Q2 2016, closing a stake of 500 shares.

WFG Advisors first reported a position in LGCY in Q2 2013 and held it in 12 quarters. The position peaked at $335K in Q2 2014. 61 funds tracked by Wall St. Rank hold LGCY as of Q2 2016.

  • WFG Advisors reported no remaining Legacy Reserves Inc. Common Stock position as of Q2 2016 after selling out during the quarter.
  • WFG Advisors sold 500 Legacy Reserves Inc. Common Stock shares in Q2 2016.
  • WFG Advisors first reported a position in Legacy Reserves Inc. Common Stock in Q2 2013 and held it in 12 quarters.
  • WFG Advisors's Legacy Reserves Inc. Common Stock position peaked at $335K in Q2 2014.
  • 61 funds tracked by Wall St. Rank held Legacy Reserves Inc. Common Stock as of Q2 2016.

Based on WFG Advisors's 13F filing for Q2 2016, filed 11 Aug 2016.