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Genesis Wealth Advisors’s Intel INTC Stock Holding History

Genesis Wealth Advisors’s Portfolio INTC Stock Details INTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		$133K Sell
4,361
-2,024
-32% -$65.4K 0.11% 94
2015
Q1 		$197K Sell
6,385
-1,000
-14% -$33.7K 0.16% 66
2014
Q4 		$251K Buy
+7,385
New +$257K 0.2% 59

Other funds holding INTC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

Genesis Wealth Advisors reduced its Intel (INTC) stake by 32% in Q2 2015, selling an estimated $65.4K and leaving 4,361 shares worth $133K. The position accounts for 0.11% of the portfolio, ranked #94.

Genesis Wealth Advisors first reported a position in INTC in Q4 2014 and has held it in 3 quarters since. The position peaked at $251K in Q4 2014. 1,718 funds tracked by Wall St. Rank hold INTC as of Q2 2015.

  • Genesis Wealth Advisors held 4,361 shares of Intel worth $133K as of Q2 2015.
  • Genesis Wealth Advisors sold 2,024 Intel shares in Q2 2015, an estimated $65.4K.
  • Intel made up 0.11% of Genesis Wealth Advisors's portfolio in Q2 2015, its #94 holding.
  • Genesis Wealth Advisors first reported a position in Intel in Q4 2014 and has held it in 3 quarters since.
  • Genesis Wealth Advisors's Intel position peaked at $251K in Q4 2014.
  • 1,718 funds tracked by Wall St. Rank held Intel as of Q2 2015.

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