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Genesis Wealth Advisors’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Genesis Wealth Advisors’s Portfolio EMB Stock Details EMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		$687K Sell
6,251
-47
-0.7% -$5.26K 0.56% 26
2015
Q1 		$707K Sell
6,298
-209
-3% -$23.2K 0.59% 26
2014
Q4 		$731K Buy
+6,507
New +$733K 0.58% 25

Other funds holding EMB

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
CC
Curian Capital Denver, Colorado $1.35B AUM 0.33% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Genesis Wealth Advisors reduced its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 0.75% in Q2 2015, selling an estimated $5.26K and leaving 6,251 shares worth $687K. The position accounts for 0.56% of the portfolio, ranked #26.

Genesis Wealth Advisors first reported a position in EMB in Q4 2014 and has held it in 3 quarters since. The position peaked at $731K in Q4 2014. 294 funds tracked by Wall St. Rank hold EMB as of Q2 2015.

  • Genesis Wealth Advisors held 6,251 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $687K as of Q2 2015.
  • Genesis Wealth Advisors sold 47 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2015, an estimated $5.26K.
  • iShares JPMorgan USD Emerging Markets Bond ETF made up 0.56% of Genesis Wealth Advisors's portfolio in Q2 2015, its #26 holding.
  • Genesis Wealth Advisors first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2014 and has held it in 3 quarters since.
  • Genesis Wealth Advisors's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $731K in Q4 2014.
  • 294 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2015.

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