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Genesis Wealth Advisors’s Ford F Stock Holding History

Genesis Wealth Advisors’s Portfolio F Stock Details F Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		$88.6K Buy
5,905
+505
+9% +$7.83K 0.07% 129
2015
Q1 		$85.9K Hold
5,400
– – 0.07% 141
2014
Q4 		$89.2K Buy
+5,400
New +$79.6K 0.07% 153

Other funds holding F

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ETC
Evercore Trust Company New York $34.6B AUM 25.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Genesis Wealth Advisors increased its Ford (F) stake by 9.4% in Q2 2015, buying an estimated $7.83K and bringing the position to 5,905 shares worth $88.6K. The position accounts for 0.07% of the portfolio, ranked #129.

Genesis Wealth Advisors first reported a position in F in Q4 2014 and has held it in 3 quarters since. The position peaked at $89.2K in Q4 2014. 1,052 funds tracked by Wall St. Rank hold F as of Q2 2015.

  • Genesis Wealth Advisors held 5,905 shares of Ford worth $88.6K as of Q2 2015.
  • Genesis Wealth Advisors bought 505 Ford shares in Q2 2015, an estimated $7.83K.
  • Ford made up 0.07% of Genesis Wealth Advisors's portfolio in Q2 2015, its #129 holding.
  • Genesis Wealth Advisors first reported a position in Ford in Q4 2014 and has held it in 3 quarters since.
  • Genesis Wealth Advisors's Ford position peaked at $89.2K in Q4 2014.
  • 1,052 funds tracked by Wall St. Rank held Ford as of Q2 2015.

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