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Genesis Wealth Advisors’s Cisco CSCO Stock Holding History

Genesis Wealth Advisors’s Portfolio CSCO Stock Details CSCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		$2.06K Sell
75
-3,372
-98% -$96.7K ﹤0.01% 459
2015
Q1 		$93.9K Hold
3,447
– – 0.08% 130
2014
Q4 		$102K Buy
+3,447
New +$89K 0.08% 132

Other funds holding CSCO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

Genesis Wealth Advisors reduced its Cisco (CSCO) stake by 98% in Q2 2015, selling an estimated $96.7K and leaving 75 shares worth $2.06K. The position accounts for ﹤0.01% of the portfolio, ranked #459.

Genesis Wealth Advisors first reported a position in CSCO in Q4 2014 and has held it in 3 quarters since. The position peaked at $102K in Q4 2014. 1,692 funds tracked by Wall St. Rank hold CSCO as of Q2 2015.

  • Genesis Wealth Advisors held 75 shares of Cisco worth $2.06K as of Q2 2015.
  • Genesis Wealth Advisors sold 3,372 Cisco shares in Q2 2015, an estimated $96.7K.
  • Cisco made up ﹤0.01% of Genesis Wealth Advisors's portfolio in Q2 2015, its #459 holding.
  • Genesis Wealth Advisors first reported a position in Cisco in Q4 2014 and has held it in 3 quarters since.
  • Genesis Wealth Advisors's Cisco position peaked at $102K in Q4 2014.
  • 1,692 funds tracked by Wall St. Rank held Cisco as of Q2 2015.

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