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Genesis Wealth Advisors’s Estee Lauder EL Stock Holding History

Genesis Wealth Advisors’s Portfolio EL Stock Details EL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		$19.4K Buy
224
+53
+31% +$4.57K 0.02% 290
2015
Q1 		$14.2K Hold
171
– – 0.01% 325
2014
Q4 		$14K Buy
+171
New +$12.6K 0.01% 349

Other funds holding EL

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return

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

Genesis Wealth Advisors increased its Estee Lauder (EL) stake by 31% in Q2 2015, buying an estimated $4.57K and bringing the position to 224 shares worth $19.4K. The position accounts for 0.02% of the portfolio, ranked #290.

Genesis Wealth Advisors first reported a position in EL in Q4 2014 and has held it in 3 quarters since. 560 funds tracked by Wall St. Rank hold EL as of Q2 2015.

  • Genesis Wealth Advisors held 224 shares of Estee Lauder worth $19.4K as of Q2 2015.
  • Genesis Wealth Advisors bought 53 Estee Lauder shares in Q2 2015, an estimated $4.57K.
  • Estee Lauder made up 0.02% of Genesis Wealth Advisors's portfolio in Q2 2015, its #290 holding.
  • Genesis Wealth Advisors first reported a position in Estee Lauder in Q4 2014 and has held it in 3 quarters since.
  • 560 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2015.

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