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Genesis Wealth Advisors’s iShares Global Comm Services ETF IXP Stock Holding History

Genesis Wealth Advisors’s Portfolio IXP Stock Details IXP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		$34.8K Hold
560
– – 0.03% 221
2015
Q1 		$34.6K Hold
560
– – 0.03% 238
2014
Q4 		$35.7K Buy
+560
New +$34.9K 0.03% 250

Other funds holding IXP

V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
FAAS
First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
PFM
Parsec Financial Management Asheville, North Carolina $2.37B AUM 4.66% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
MPM
Meritage Portfolio Management Overland Park, Kansas $1.51B AUM 26.61% 1-Year Est. Return

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

Genesis Wealth Advisors held its iShares Global Comm Services ETF (IXP) position steady in Q2 2015 at 560 shares worth $34.8K. The position accounts for 0.03% of the portfolio, ranked #221.

Genesis Wealth Advisors first reported a position in IXP in Q4 2014 and has held it in 3 quarters since. The position peaked at $35.7K in Q4 2014. 89 funds tracked by Wall St. Rank hold IXP as of Q2 2015.

  • Genesis Wealth Advisors held 560 shares of iShares Global Comm Services ETF worth $34.8K as of Q2 2015.
  • Genesis Wealth Advisors left its iShares Global Comm Services ETF share count unchanged in Q2 2015.
  • iShares Global Comm Services ETF made up 0.03% of Genesis Wealth Advisors's portfolio in Q2 2015, its #221 holding.
  • Genesis Wealth Advisors first reported a position in iShares Global Comm Services ETF in Q4 2014 and has held it in 3 quarters since.
  • Genesis Wealth Advisors's iShares Global Comm Services ETF position peaked at $35.7K in Q4 2014.
  • 89 funds tracked by Wall St. Rank held iShares Global Comm Services ETF as of Q2 2015.

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