ZTNA
LGCY

Zions Trust National Association’s Legacy Reserves Inc. Common Stock LGCY Stock Holding History

Zions Trust National Association’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
2013
Q4 		– Sell
-150
Closed -$4K – 220
2013
Q3 		$4K Hold
150
– – 0.01% 178
2013
Q2 		$4K Buy
+150
New +$4.06K 0.01% 163

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Zions Trust National Association's LGCY Position: Q4 2013 in Review

Zions Trust National Association sold out of Legacy Reserves Inc. Common Stock (LGCY) in Q4 2013, closing a stake of 150 shares — an estimated $4K sold.

Zions Trust National Association first reported a position in LGCY in Q2 2013 and held it in 2 quarters. The position peaked at $4K in Q3 2013. 108 funds tracked by Wall St. Rank hold LGCY as of Q4 2013.

  • Zions Trust National Association reported no remaining Legacy Reserves Inc. Common Stock position as of Q4 2013 after selling out during the quarter.
  • Zions Trust National Association sold 150 Legacy Reserves Inc. Common Stock shares in Q4 2013, an estimated $4K.
  • Zions Trust National Association first reported a position in Legacy Reserves Inc. Common Stock in Q2 2013 and held it in 2 quarters.
  • Zions Trust National Association's Legacy Reserves Inc. Common Stock position peaked at $4K in Q3 2013.
  • 108 funds tracked by Wall St. Rank held Legacy Reserves Inc. Common Stock as of Q4 2013.

Based on Zions Trust National Association's 13F filing for Q4 2013, filed 21 Jan 2014.