GWA
AWP

Genesis Wealth Advisors’s abrdn Global Premier Properties Fund AWP Stock Holding History

Genesis Wealth Advisors’s Portfolio AWP Stock Details AWP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		$1.22K Hold
63
– – ﹤0.01% 471
2015
Q1 		$1.3K Hold
63
– – ﹤0.01% 425
2014
Q4 		$1.3K Buy
+63
New +$1.28K ﹤0.01% 455

Other funds holding AWP

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
AWCI
Alpine Woods Capital Investors Purchase, New York $417M AUM 26.83% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
VIA
Vident Investment Advisory Alpharetta, Georgia $2.9B AUM 24.67% 1-Year Est. Return

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

Genesis Wealth Advisors held its abrdn Global Premier Properties Fund (AWP) position steady in Q2 2015 at 63 shares worth $1.22K. The position accounts for ﹤0.01% of the portfolio, ranked #471.

Genesis Wealth Advisors first reported a position in AWP in Q4 2014 and has held it in 3 quarters since. The position peaked at $1.3K in Q1 2015. 69 funds tracked by Wall St. Rank hold AWP as of Q2 2015.

  • Genesis Wealth Advisors held 63 shares of abrdn Global Premier Properties Fund worth $1.22K as of Q2 2015.
  • Genesis Wealth Advisors left its abrdn Global Premier Properties Fund share count unchanged in Q2 2015.
  • abrdn Global Premier Properties Fund made up ﹤0.01% of Genesis Wealth Advisors's portfolio in Q2 2015, its #471 holding.
  • Genesis Wealth Advisors first reported a position in abrdn Global Premier Properties Fund in Q4 2014 and has held it in 3 quarters since.
  • Genesis Wealth Advisors's abrdn Global Premier Properties Fund position peaked at $1.3K in Q1 2015.
  • 69 funds tracked by Wall St. Rank held abrdn Global Premier Properties Fund as of Q2 2015.

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