GWA
ABRN.CL

Genesis Wealth Advisors’s Arbor Realty Trust, Inc. ABRN.CL Stock Holding History

Genesis Wealth Advisors’s Portfolio ABRN.CL Stock Details ABRN.CL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		$106K Sell
4,287
-471
-10% -$11.8K 0.09% 111
2015
Q1 		$119K Hold
4,758
– – 0.1% 99
2014
Q4 		$119K Buy
+4,758
New +$117K 0.09% 110

Other funds holding ABRN.CL

HCM
Highlander Capital Management Short Hills, New Jersey $292M AUM 22.24% 1-Year Est. Return

Genesis Wealth Advisors's ABRN.CL Position: Q2 2015 in Review

Genesis Wealth Advisors reduced its Arbor Realty Trust, Inc. (ABRN.CL) stake by 9.9% in Q2 2015, selling an estimated $11.8K and leaving 4,287 shares worth $106K. The position accounts for 0.09% of the portfolio, ranked #111.

Genesis Wealth Advisors first reported a position in ABRN.CL in Q4 2014 and has held it in 3 quarters since. The position peaked at $119K in Q4 2014. 2 funds tracked by Wall St. Rank hold ABRN.CL as of Q2 2015.

  • Genesis Wealth Advisors held 4,287 shares of Arbor Realty Trust, Inc. worth $106K as of Q2 2015.
  • Genesis Wealth Advisors sold 471 Arbor Realty Trust, Inc. shares in Q2 2015, an estimated $11.8K.
  • Arbor Realty Trust, Inc. made up 0.09% of Genesis Wealth Advisors's portfolio in Q2 2015, its #111 holding.
  • Genesis Wealth Advisors first reported a position in Arbor Realty Trust, Inc. in Q4 2014 and has held it in 3 quarters since.
  • Genesis Wealth Advisors's Arbor Realty Trust, Inc. position peaked at $119K in Q4 2014.
  • 2 funds tracked by Wall St. Rank held Arbor Realty Trust, Inc. as of Q2 2015.

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