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Genesis Wealth Advisors’s BP BP Stock Holding History

Genesis Wealth Advisors’s Portfolio BP Stock Details BP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		$5.35K Sell
159
-2
-1% -$70 ﹤0.01% 402
2015
Q1 		$5.29K Hold
161
– – ﹤0.01% 384
2014
Q4 		$5.62K Buy
+161
New +$5.41K ﹤0.01% 413

Other funds holding BP

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Genesis Wealth Advisors reduced its BP (BP) stake by 1.2% in Q2 2015, selling an estimated $70 and leaving 159 shares worth $5.35K. The position accounts for ﹤0.01% of the portfolio, ranked #402.

Genesis Wealth Advisors first reported a position in BP in Q4 2014 and has held it in 3 quarters since. The position peaked at $5.62K in Q4 2014. 860 funds tracked by Wall St. Rank hold BP as of Q2 2015.

  • Genesis Wealth Advisors held 159 shares of BP worth $5.35K as of Q2 2015.
  • Genesis Wealth Advisors sold 2 BP shares in Q2 2015, an estimated $70.
  • BP made up ﹤0.01% of Genesis Wealth Advisors's portfolio in Q2 2015, its #402 holding.
  • Genesis Wealth Advisors first reported a position in BP in Q4 2014 and has held it in 3 quarters since.
  • Genesis Wealth Advisors's BP position peaked at $5.62K in Q4 2014.
  • 860 funds tracked by Wall St. Rank held BP as of Q2 2015.

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