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Genesis Wealth Advisors’s Comcast CMCSA Stock Holding History

Genesis Wealth Advisors’s Portfolio CMCSA Stock Details CMCSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		$19.1K Buy
636
+202
+47% +$5.93K 0.02% 292
2015
Q1 		$12.4K Hold
434
– – 0.01% 333
2014
Q4 		$12.9K Buy
+434
New +$11.9K 0.01% 356

Other funds holding CMCSA

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

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

Genesis Wealth Advisors increased its Comcast (CMCSA) stake by 47% in Q2 2015, buying an estimated $5.93K and bringing the position to 636 shares worth $19.1K. The position accounts for 0.02% of the portfolio, ranked #292.

Genesis Wealth Advisors first reported a position in CMCSA in Q4 2014 and has held it in 3 quarters since. 1,197 funds tracked by Wall St. Rank hold CMCSA as of Q2 2015.

  • Genesis Wealth Advisors held 636 shares of Comcast worth $19.1K as of Q2 2015.
  • Genesis Wealth Advisors bought 202 Comcast shares in Q2 2015, an estimated $5.93K.
  • Comcast made up 0.02% of Genesis Wealth Advisors's portfolio in Q2 2015, its #292 holding.
  • Genesis Wealth Advisors first reported a position in Comcast in Q4 2014 and has held it in 3 quarters since.
  • 1,197 funds tracked by Wall St. Rank held Comcast as of Q2 2015.

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