GWA
CTCT

Genesis Wealth Advisors’s CONSTANT CONTACT, INC COM CTCT Stock Holding History

Genesis Wealth Advisors’s Portfolio CTCT Stock Details CTCT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		$86.3K Hold
3,000
– – 0.07% 133
2015
Q1 		$115K Hold
3,000
– – 0.1% 104
2014
Q4 		$125K Buy
+3,000
New +$98.4K 0.1% 107

Other funds holding CTCT

DCM
Daruma Capital Management New York $879M AUM 2.11% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RIM
RS Investment Management San Francisco, California $9.73B AUM 3.24% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

Genesis Wealth Advisors held its CONSTANT CONTACT, INC COM (CTCT) position steady in Q2 2015 at 3,000 shares worth $86.3K. The position accounts for 0.07% of the portfolio, ranked #133.

Genesis Wealth Advisors first reported a position in CTCT in Q4 2014 and has held it in 3 quarters since. The position peaked at $125K in Q4 2014. 167 funds tracked by Wall St. Rank hold CTCT as of Q2 2015.

  • Genesis Wealth Advisors held 3,000 shares of CONSTANT CONTACT, INC COM worth $86.3K as of Q2 2015.
  • Genesis Wealth Advisors left its CONSTANT CONTACT, INC COM share count unchanged in Q2 2015.
  • CONSTANT CONTACT, INC COM made up 0.07% of Genesis Wealth Advisors's portfolio in Q2 2015, its #133 holding.
  • Genesis Wealth Advisors first reported a position in CONSTANT CONTACT, INC COM in Q4 2014 and has held it in 3 quarters since.
  • Genesis Wealth Advisors's CONSTANT CONTACT, INC COM position peaked at $125K in Q4 2014.
  • 167 funds tracked by Wall St. Rank held CONSTANT CONTACT, INC COM as of Q2 2015.

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