GWA
BNY

Genesis Wealth Advisors’s BlackRock New York Municipal Income Trust BNY Stock Holding History

Genesis Wealth Advisors’s Portfolio BNY Stock Details BNY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		$14.6K Hold
1,042
– – 0.01% 311
2015
Q1 		$15.3K Hold
1,042
– – 0.01% 316
2014
Q4 		$15.4K Buy
+1,042
New +$14.9K 0.01% 339

Other funds holding BNY

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
FWM
Focused Wealth Management Newburgh, New York $964M AUM 18.71% 1-Year Est. Return
HCA
Harbour Capital Advisors Tysons Corner, Virginia $549M AUM 54.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JIC
Joel Isaacson & Co New York $3.02B AUM 21.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

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

Genesis Wealth Advisors held its BlackRock New York Municipal Income Trust (BNY) position steady in Q2 2015 at 1,042 shares worth $14.6K. The position accounts for 0.01% of the portfolio, ranked #311.

Genesis Wealth Advisors first reported a position in BNY in Q4 2014 and has held it in 3 quarters since. The position peaked at $15.4K in Q4 2014. 17 funds tracked by Wall St. Rank hold BNY as of Q2 2015.

  • Genesis Wealth Advisors held 1,042 shares of BlackRock New York Municipal Income Trust worth $14.6K as of Q2 2015.
  • Genesis Wealth Advisors left its BlackRock New York Municipal Income Trust share count unchanged in Q2 2015.
  • BlackRock New York Municipal Income Trust made up 0.01% of Genesis Wealth Advisors's portfolio in Q2 2015, its #311 holding.
  • Genesis Wealth Advisors first reported a position in BlackRock New York Municipal Income Trust in Q4 2014 and has held it in 3 quarters since.
  • Genesis Wealth Advisors's BlackRock New York Municipal Income Trust position peaked at $15.4K in Q4 2014.
  • 17 funds tracked by Wall St. Rank held BlackRock New York Municipal Income Trust as of Q2 2015.

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