WP
LGCYO

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

WealthPLAN Partners’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
2016
Q3 		– Sell
-600
Closed -$2.69K – 1114
2016
Q2 		$2.69K Buy
+600
New +$3.03K ﹤0.01% 2177

Other funds holding LGCYO

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WealthPLAN Partners's LGCYO Position: Q3 2016 in Review

WealthPLAN Partners sold out of Legacy Reserves LP 8% Series B Fixed-to-Floating Rate Cumulative Redeemable Perpetual Preferred (LGCYO) in Q3 2016, closing a stake of 600 shares — an estimated $2.69K sold.

WealthPLAN Partners first reported a position in LGCYO in Q2 2016 and held it in 1 quarter. The position peaked at $2.69K in Q2 2016. 1 fund tracked by Wall St. Rank holds LGCYO as of Q3 2016.

  • WealthPLAN Partners reported no remaining Legacy Reserves LP 8% Series B Fixed-to-Floating Rate Cumulative Redeemable Perpetual Preferred position as of Q3 2016 after selling out during the quarter.
  • WealthPLAN Partners sold 600 Legacy Reserves LP 8% Series B Fixed-to-Floating Rate Cumulative Redeemable Perpetual Preferred shares in Q3 2016, an estimated $2.69K.
  • WealthPLAN Partners first reported a position in Legacy Reserves LP 8% Series B Fixed-to-Floating Rate Cumulative Redeemable Perpetual Preferred in Q2 2016 and held it in 1 quarter.
  • WealthPLAN Partners's Legacy Reserves LP 8% Series B Fixed-to-Floating Rate Cumulative Redeemable Perpetual Preferred position peaked at $2.69K in Q2 2016.
  • 1 fund tracked by Wall St. Rank held Legacy Reserves LP 8% Series B Fixed-to-Floating Rate Cumulative Redeemable Perpetual Preferred as of Q3 2016.

Based on WealthPLAN Partners's 13F filing for Q3 2016, filed 9 Dec 2016.