Genesis Wealth Advisors’s Alerian MLP ETF AMLP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2015
Q2
$130K Sell
1,665
-292
-15% -$24.3K 0.11% 96
2015
Q1
$162K Hold
1,957
0.13% 76
2014
Q4
$168K Buy
+1,957
New +$177K 0.13% 82

Other funds holding AMLP

Genesis Wealth Advisors's AMLP Position: Q2 2015 in Review

Genesis Wealth Advisors reduced its Alerian MLP ETF (AMLP) stake by 15% in Q2 2015, selling an estimated $24.3K and leaving 1,665 shares worth $130K. The position accounts for 0.11% of the portfolio, ranked #96.

Genesis Wealth Advisors first reported a position in AMLP in Q4 2014 and has held it in 3 quarters since. The position peaked at $168K in Q4 2014. 427 funds tracked by Wall St. Rank hold AMLP as of Q2 2015.

  • Genesis Wealth Advisors held 1,665 shares of Alerian MLP ETF worth $130K as of Q2 2015.
  • Genesis Wealth Advisors sold 292 Alerian MLP ETF shares in Q2 2015, an estimated $24.3K.
  • Alerian MLP ETF made up 0.11% of Genesis Wealth Advisors's portfolio in Q2 2015, its #96 holding.
  • Genesis Wealth Advisors first reported a position in Alerian MLP ETF in Q4 2014 and has held it in 3 quarters since.
  • Genesis Wealth Advisors's Alerian MLP ETF position peaked at $168K in Q4 2014.
  • 427 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2015.

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