Genesis Wealth Advisors’s AGNC Investment Corp Series A Preferred Stock AGNCP Stock Holding History

Genesis Wealth Advisors’s Portfolio AGNCP Stock Details AGNCP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q2	$116K	Hold	4,590	–	–	0.09%	104
2015 Q1	$121K	Hold	4,590	–	–	0.1%	97
2014 Q4	$122K	Buy	+4,590	New	+$119K	0.1%	109

Other funds holding AGNCP

KIA

KCM Investment Advisors Greenbrae, California $3.01B AUM 21.97% 1-Year Est. Return

Apriem Advisors Irvine, California $1.05B AUM 22.09% 1-Year Est. Return

EWM

Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return

Genesis Wealth Advisors's AGNCP Position: Q2 2015 in Review

Genesis Wealth Advisors held its AGNC Investment Corp Series A Preferred Stock (AGNCP) position steady in Q2 2015 at 4,590 shares worth $116K. The position accounts for 0.09% of the portfolio, ranked #104.

Genesis Wealth Advisors first reported a position in AGNCP in Q4 2014 and has held it in 3 quarters since. The position peaked at $122K in Q4 2014. 4 funds tracked by Wall St. Rank hold AGNCP as of Q2 2015.

Genesis Wealth Advisors held 4,590 shares of AGNC Investment Corp Series A Preferred Stock worth $116K as of Q2 2015.
Genesis Wealth Advisors left its AGNC Investment Corp Series A Preferred Stock share count unchanged in Q2 2015.
AGNC Investment Corp Series A Preferred Stock made up 0.09% of Genesis Wealth Advisors's portfolio in Q2 2015, its #104 holding.
Genesis Wealth Advisors first reported a position in AGNC Investment Corp Series A Preferred Stock in Q4 2014 and has held it in 3 quarters since.
Genesis Wealth Advisors's AGNC Investment Corp Series A Preferred Stock position peaked at $122K in Q4 2014.
4 funds tracked by Wall St. Rank held AGNC Investment Corp Series A Preferred Stock as of Q2 2015.

Based on Genesis Wealth Advisors's 13F filing for Q2 2015, filed 24 Aug 2015.