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Genesis Wealth Advisors’s iShares US Energy ETF IYE Stock Holding History

Genesis Wealth Advisors’s Portfolio IYE Stock Details IYE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		$4.24K Hold
100
– – ﹤0.01% 430
2015
Q1 		$4.37K Hold
100
– – ﹤0.01% 398
2014
Q4 		$4.56K Buy
+100
New +$4.71K ﹤0.01% 424

Other funds holding IYE

TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
FSIM
F-Squared Investment Management Wellesley, Massachusetts $1.55B AUM 4.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Genesis Wealth Advisors held its iShares US Energy ETF (IYE) position steady in Q2 2015 at 100 shares worth $4.24K. The position accounts for ﹤0.01% of the portfolio, ranked #430.

Genesis Wealth Advisors first reported a position in IYE in Q4 2014 and has held it in 3 quarters since. The position peaked at $4.56K in Q4 2014. 139 funds tracked by Wall St. Rank hold IYE as of Q2 2015.

  • Genesis Wealth Advisors held 100 shares of iShares US Energy ETF worth $4.24K as of Q2 2015.
  • Genesis Wealth Advisors left its iShares US Energy ETF share count unchanged in Q2 2015.
  • iShares US Energy ETF made up ﹤0.01% of Genesis Wealth Advisors's portfolio in Q2 2015, its #430 holding.
  • Genesis Wealth Advisors first reported a position in iShares US Energy ETF in Q4 2014 and has held it in 3 quarters since.
  • Genesis Wealth Advisors's iShares US Energy ETF position peaked at $4.56K in Q4 2014.
  • 139 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2015.

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