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Genesis Wealth Advisors’s iShares MSCI New Zealand ETF ENZL Stock Holding History

Genesis Wealth Advisors’s Portfolio ENZL Stock Details ENZL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-2,558
Closed -$103K – 509
2015
Q1 		$103K Sell
2,558
-297
-10% -$11.9K 0.09% 118
2014
Q4 		$116K Buy
+2,855
New +$113K 0.09% 115

Other funds holding ENZL

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
LTI
Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
ODCM
Old Dominion Capital Management Charlottesville, Virginia $467M AUM 25.94% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Axa
Axa Paris, France $256M AUM 25.01% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Genesis Wealth Advisors sold out of iShares MSCI New Zealand ETF (ENZL) in Q2 2015, closing a stake of 2,558 shares — an estimated $103K sold.

Genesis Wealth Advisors first reported a position in ENZL in Q4 2014 and held it in 2 quarters. The position peaked at $116K in Q4 2014. 38 funds tracked by Wall St. Rank hold ENZL as of Q2 2015.

  • Genesis Wealth Advisors reported no remaining iShares MSCI New Zealand ETF position as of Q2 2015 after selling out during the quarter.
  • Genesis Wealth Advisors sold 2,558 iShares MSCI New Zealand ETF shares in Q2 2015, an estimated $103K.
  • Genesis Wealth Advisors first reported a position in iShares MSCI New Zealand ETF in Q4 2014 and held it in 2 quarters.
  • Genesis Wealth Advisors's iShares MSCI New Zealand ETF position peaked at $116K in Q4 2014.
  • 38 funds tracked by Wall St. Rank held iShares MSCI New Zealand ETF as of Q2 2015.

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