GWA
GAS

Genesis Wealth Advisors’s AGL Resources Inc GAS Stock Holding History

Genesis Wealth Advisors’s Portfolio GAS Stock Details GAS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		$34K Hold
730
– – 0.03% 229
2015
Q1 		$36.4K Hold
730
– – 0.03% 229
2014
Q4 		$36.3K Buy
+730
New +$38.5K 0.03% 248

Other funds holding GAS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

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

Genesis Wealth Advisors held its AGL Resources Inc (GAS) position steady in Q2 2015 at 730 shares worth $34K. The position accounts for 0.03% of the portfolio, ranked #229.

Genesis Wealth Advisors first reported a position in GAS in Q4 2014 and has held it in 3 quarters since. The position peaked at $36.4K in Q1 2015. 421 funds tracked by Wall St. Rank hold GAS as of Q2 2015.

  • Genesis Wealth Advisors held 730 shares of AGL Resources Inc worth $34K as of Q2 2015.
  • Genesis Wealth Advisors left its AGL Resources Inc share count unchanged in Q2 2015.
  • AGL Resources Inc made up 0.03% of Genesis Wealth Advisors's portfolio in Q2 2015, its #229 holding.
  • Genesis Wealth Advisors first reported a position in AGL Resources Inc in Q4 2014 and has held it in 3 quarters since.
  • Genesis Wealth Advisors's AGL Resources Inc position peaked at $36.4K in Q1 2015.
  • 421 funds tracked by Wall St. Rank held AGL Resources Inc as of Q2 2015.

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