Genesis Wealth Advisors’s Blackstone BX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q2	$223K	Hold	5,549	–	–	0.18%	60
2015 Q1	$213K	Hold	5,549	–	–	0.18%	61
2014 Q4	$206K	Buy	+5,549	New	+$174K	0.16%	65

Other funds holding BX

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

JHIU

Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Genesis Wealth Advisors held its Blackstone (BX) position steady in Q2 2015 at 5,549 shares worth $223K. The position accounts for 0.18% of the portfolio, ranked #60.

Genesis Wealth Advisors first reported a position in BX in Q4 2014 and has held it in 3 quarters since. 539 funds tracked by Wall St. Rank hold BX as of Q2 2015.

Genesis Wealth Advisors held 5,549 shares of Blackstone worth $223K as of Q2 2015.
Genesis Wealth Advisors left its Blackstone share count unchanged in Q2 2015.
Blackstone made up 0.18% of Genesis Wealth Advisors's portfolio in Q2 2015, its #60 holding.
Genesis Wealth Advisors first reported a position in Blackstone in Q4 2014 and has held it in 3 quarters since.
539 funds tracked by Wall St. Rank held Blackstone as of Q2 2015.

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