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Genesis Wealth Advisors’s iShares US Transportation ETF IYT Stock Holding History

Genesis Wealth Advisors’s Portfolio IYT Stock Details IYT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		$14.5K Hold
400
– – 0.01% 314
2015
Q1 		$15.5K Hold
400
– – 0.01% 314
2014
Q4 		$16.4K Buy
+400
New +$15.7K 0.01% 332

Other funds holding IYT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
WMSA
Weiss Multi-Strategy Advisers New York $4.16B AUM 30.77% 1-Year Est. Return

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

Genesis Wealth Advisors held its iShares US Transportation ETF (IYT) position steady in Q2 2015 at 400 shares worth $14.5K. The position accounts for 0.01% of the portfolio, ranked #314.

Genesis Wealth Advisors first reported a position in IYT in Q4 2014 and has held it in 3 quarters since. The position peaked at $16.4K in Q4 2014. 118 funds tracked by Wall St. Rank hold IYT as of Q2 2015.

  • Genesis Wealth Advisors held 400 shares of iShares US Transportation ETF worth $14.5K as of Q2 2015.
  • Genesis Wealth Advisors left its iShares US Transportation ETF share count unchanged in Q2 2015.
  • iShares US Transportation ETF made up 0.01% of Genesis Wealth Advisors's portfolio in Q2 2015, its #314 holding.
  • Genesis Wealth Advisors first reported a position in iShares US Transportation ETF in Q4 2014 and has held it in 3 quarters since.
  • Genesis Wealth Advisors's iShares US Transportation ETF position peaked at $16.4K in Q4 2014.
  • 118 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q2 2015.

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