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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	–	Sell	-1,500	Closed	-$31.7K	–	484
2014 Q4	$31.7K	Buy	+1,500	New	+$32.9K	0.03%	262

Other funds holding LGCYP

CPP

Crow Point Partners Boston, Massachusetts $64M AUM 33.5% 1-Year Est. Return

CRC

Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return

Genesis Wealth Advisors's LGCYP Position: Q1 2015 in Review

Genesis Wealth Advisors sold out of Legacy Reserves LP 8% Series A Fixed-to-Floating Rate Cumulative Redeemable Perpetual Preferred (LGCYP) in Q1 2015, closing a stake of 1,500 shares — an estimated $31.7K sold.

Genesis Wealth Advisors first reported a position in LGCYP in Q4 2014 and held it in 1 quarter. The position peaked at $31.7K in Q4 2014. 2 funds tracked by Wall St. Rank hold LGCYP as of Q1 2015.

Genesis Wealth Advisors reported no remaining Legacy Reserves LP 8% Series A Fixed-to-Floating Rate Cumulative Redeemable Perpetual Preferred position as of Q1 2015 after selling out during the quarter.
Genesis Wealth Advisors sold 1,500 Legacy Reserves LP 8% Series A Fixed-to-Floating Rate Cumulative Redeemable Perpetual Preferred shares in Q1 2015, an estimated $31.7K.
Genesis Wealth Advisors first reported a position in Legacy Reserves LP 8% Series A Fixed-to-Floating Rate Cumulative Redeemable Perpetual Preferred in Q4 2014 and held it in 1 quarter.
Genesis Wealth Advisors's Legacy Reserves LP 8% Series A Fixed-to-Floating Rate Cumulative Redeemable Perpetual Preferred position peaked at $31.7K in Q4 2014.
2 funds tracked by Wall St. Rank held Legacy Reserves LP 8% Series A Fixed-to-Floating Rate Cumulative Redeemable Perpetual Preferred as of Q1 2015.

Based on Genesis Wealth Advisors's 13F filing for Q1 2015, filed 15 May 2015.