WIM
LGCY

Wilen Investment Management’s Legacy Reserves Inc. Common Stock LGCY Stock Holding History

Wilen Investment Management’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
2014
Q1 		– Sell
-13,400
Closed -$368K – 79
2013
Q4 		$368K Hold
13,400
– – 0.24% 51
2013
Q3 		$355K Sell
13,400
-100
-0.7% -$2.7K 0.24% 57
2013
Q2 		$351K Buy
+13,500
New +$365K 0.26% 57

Other funds holding LGCY

MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Wilen Investment Management's LGCY Position: Q1 2014 in Review

Wilen Investment Management sold out of Legacy Reserves Inc. Common Stock (LGCY) in Q1 2014, closing a stake of 13,400 shares — an estimated $368K sold.

Wilen Investment Management first reported a position in LGCY in Q2 2013 and held it in 3 quarters. The position peaked at $368K in Q4 2013. 101 funds tracked by Wall St. Rank hold LGCY as of Q1 2014.

  • Wilen Investment Management reported no remaining Legacy Reserves Inc. Common Stock position as of Q1 2014 after selling out during the quarter.
  • Wilen Investment Management sold 13,400 Legacy Reserves Inc. Common Stock shares in Q1 2014, an estimated $368K.
  • Wilen Investment Management first reported a position in Legacy Reserves Inc. Common Stock in Q2 2013 and held it in 3 quarters.
  • Wilen Investment Management's Legacy Reserves Inc. Common Stock position peaked at $368K in Q4 2013.
  • 101 funds tracked by Wall St. Rank held Legacy Reserves Inc. Common Stock as of Q1 2014.

Based on Wilen Investment Management's 13F filing for Q1 2014, filed 7 Apr 2014.