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Genesis Wealth Advisors’s Boeing BA Stock Holding History

Genesis Wealth Advisors’s Portfolio BA Stock Details BA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		$277K Hold
2,000
– – 0.23% 47
2015
Q1 		$297K Hold
2,000
– – 0.25% 44
2014
Q4 		$306K Buy
+2,000
New +$254K 0.24% 46

Other funds holding BA

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
ETC
Evercore Trust Company New York $34.6B AUM 25.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Genesis Wealth Advisors held its Boeing (BA) position steady in Q2 2015 at 2,000 shares worth $277K. The position accounts for 0.23% of the portfolio, ranked #47.

Genesis Wealth Advisors first reported a position in BA in Q4 2014 and has held it in 3 quarters since. The position peaked at $306K in Q4 2014. 1,319 funds tracked by Wall St. Rank hold BA as of Q2 2015.

  • Genesis Wealth Advisors held 2,000 shares of Boeing worth $277K as of Q2 2015.
  • Genesis Wealth Advisors left its Boeing share count unchanged in Q2 2015.
  • Boeing made up 0.23% of Genesis Wealth Advisors's portfolio in Q2 2015, its #47 holding.
  • Genesis Wealth Advisors first reported a position in Boeing in Q4 2014 and has held it in 3 quarters since.
  • Genesis Wealth Advisors's Boeing position peaked at $306K in Q4 2014.
  • 1,319 funds tracked by Wall St. Rank held Boeing as of Q2 2015.

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