GA
LGCYO

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

Geneva 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
2014
Q4 		– Sell
-118,900
Closed -$2.93M – 755
2014
Q3 		$2.93M Sell
118,900
-1,900
-2% -$47.2K 0.06% 171
2014
Q2 		$3M Buy
+120,800
New +$3.01M 0.05% 171

Other funds holding LGCYO

AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
GWA
Genesis Wealth Advisors Braintree, Massachusetts $150M AUM 15.35% 1-Year Est. Return