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Genesis Wealth Advisors’s State Street SPDR S&P China ETF GXC Stock Holding History

Genesis Wealth Advisors’s Portfolio GXC Stock Details GXC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		$151K Buy
1,702
+183
+12% +$17.3K 0.12% 81
2015
Q1 		$131K Sell
1,519
-161
-10% -$13.1K 0.11% 90
2014
Q4 		$137K Buy
+1,680
New +$132K 0.11% 96

Other funds holding GXC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return

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

Genesis Wealth Advisors increased its State Street SPDR S&P China ETF (GXC) stake by 12% in Q2 2015, buying an estimated $17.3K and bringing the position to 1,702 shares worth $151K. The position accounts for 0.12% of the portfolio, ranked #81.

Genesis Wealth Advisors first reported a position in GXC in Q4 2014 and has held it in 3 quarters since. 95 funds tracked by Wall St. Rank hold GXC as of Q2 2015.

  • Genesis Wealth Advisors held 1,702 shares of State Street SPDR S&P China ETF worth $151K as of Q2 2015.
  • Genesis Wealth Advisors bought 183 State Street SPDR S&P China ETF shares in Q2 2015, an estimated $17.3K.
  • State Street SPDR S&P China ETF made up 0.12% of Genesis Wealth Advisors's portfolio in Q2 2015, its #81 holding.
  • Genesis Wealth Advisors first reported a position in State Street SPDR S&P China ETF in Q4 2014 and has held it in 3 quarters since.
  • 95 funds tracked by Wall St. Rank held State Street SPDR S&P China ETF as of Q2 2015.

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