GWA
LGCYO

Genesis Wealth Advisors’s Legacy Reserves LP 8% Series B Fixed-to-Floating Rate Cumulative Redeemable Perpetual Preferred LGCYO Stock Holding History

Genesis Wealth Advisors’s Portfolio LGCYO Stock Details LGCYO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-5,139
Closed -$110K – 484
2014
Q4 		$110K Buy
+5,139
New +$109K 0.09% 122

Other funds holding LGCYO

CPP
Crow Point Partners Boston, Massachusetts $58.8M AUM 33.5% 1-Year Est. Return