Genesis Wealth Advisors’s VanEck Fallen Angel High Yield Bond ETF ANGL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q2	$65.4K	Sell	2,403 -249	-9%	-$6.85K	0.05%	148
2015 Q1	$72.4K	Hold	2,652	–	–	0.06%	160
2014 Q4	$72.6K	Buy	+2,652	New	+$72.4K	0.06%	174

Other funds holding ANGL

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

PIM

Parasol Investment Management Westmont, Illinois $61M AUM 12.08% 1-Year Est. Return

MFS

MSI Financial Services Springfield, Massachusetts $3.07B AUM 10.22% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

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

Genesis Wealth Advisors reduced its VanEck Fallen Angel High Yield Bond ETF (ANGL) stake by 9.4% in Q2 2015, selling an estimated $6.85K and leaving 2,403 shares worth $65.4K. The position accounts for 0.05% of the portfolio, ranked #148.

Genesis Wealth Advisors first reported a position in ANGL in Q4 2014 and has held it in 3 quarters since. The position peaked at $72.6K in Q4 2014. 13 funds tracked by Wall St. Rank hold ANGL as of Q2 2015.

Genesis Wealth Advisors held 2,403 shares of VanEck Fallen Angel High Yield Bond ETF worth $65.4K as of Q2 2015.
Genesis Wealth Advisors sold 249 VanEck Fallen Angel High Yield Bond ETF shares in Q2 2015, an estimated $6.85K.
VanEck Fallen Angel High Yield Bond ETF made up 0.05% of Genesis Wealth Advisors's portfolio in Q2 2015, its #148 holding.
Genesis Wealth Advisors first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q4 2014 and has held it in 3 quarters since.
Genesis Wealth Advisors's VanEck Fallen Angel High Yield Bond ETF position peaked at $72.6K in Q4 2014.
13 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q2 2015.

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