Genesis Wealth Advisors’s HATTERAS FINANCIAL CORP CUM REDEEMABLE PFD SER A (MD) HTS.PRA Stock Holding History

Genesis Wealth Advisors’s Portfolio HTS.PRA Stock Details HTS.PRA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q2	$251K	Buy	10,771 +3,805	+55%	+$92.7K	0.2%	53
2015 Q1	$171K	Hold	6,966	–	–	0.14%	71
2014 Q4	$171K	Buy	+6,966	New	+$166K	0.14%	78

Other funds holding HTS.PRA

KIA

KCM Investment Advisors Greenbrae, California $3.37B AUM 30.24% 1-Year Est. Return

Apriem Advisors Irvine, California $1.16B AUM 27.46% 1-Year Est. Return

Genesis Wealth Advisors's HTS.PRA Position: Q2 2015 in Review

Genesis Wealth Advisors increased its HATTERAS FINANCIAL CORP CUM REDEEMABLE PFD SER A (MD) (HTS.PRA) stake by 55% in Q2 2015, buying an estimated $92.7K and bringing the position to 10,771 shares worth $251K. The position accounts for 0.2% of the portfolio, ranked #53.

Genesis Wealth Advisors first reported a position in HTS.PRA in Q4 2014 and has held it in 3 quarters since. 3 funds tracked by Wall St. Rank hold HTS.PRA as of Q2 2015.

Genesis Wealth Advisors held 10,771 shares of HATTERAS FINANCIAL CORP CUM REDEEMABLE PFD SER A (MD) worth $251K as of Q2 2015.
Genesis Wealth Advisors bought 3,805 HATTERAS FINANCIAL CORP CUM REDEEMABLE PFD SER A (MD) shares in Q2 2015, an estimated $92.7K.
HATTERAS FINANCIAL CORP CUM REDEEMABLE PFD SER A (MD) made up 0.2% of Genesis Wealth Advisors's portfolio in Q2 2015, its #53 holding.
Genesis Wealth Advisors first reported a position in HATTERAS FINANCIAL CORP CUM REDEEMABLE PFD SER A (MD) in Q4 2014 and has held it in 3 quarters since.
3 funds tracked by Wall St. Rank held HATTERAS FINANCIAL CORP CUM REDEEMABLE PFD SER A (MD) as of Q2 2015.

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