GWA
JE

Genesis Wealth Advisors’s Just Energy Group Inc JE Stock Holding History

Genesis Wealth Advisors’s Portfolio JE Stock Details JE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-141
Closed -$23.3K – 482
2014
Q4 		$23.3K Buy
+141
New +$22.8K 0.02% 304

Other funds holding JE

TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
ACM
Advisors Capital Management Ridgewood, New Jersey $8.58B AUM 23.43% 1-Year Est. Return
IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $20.1B AUM 30.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Genesis Wealth Advisors's JE Position: Q1 2015 in Review

Genesis Wealth Advisors sold out of Just Energy Group Inc (JE) in Q1 2015, closing a stake of 141 shares — an estimated $23.3K sold.

Genesis Wealth Advisors first reported a position in JE in Q4 2014 and held it in 1 quarter. The position peaked at $23.3K in Q4 2014. 68 funds tracked by Wall St. Rank hold JE as of Q1 2015.

  • Genesis Wealth Advisors reported no remaining Just Energy Group Inc position as of Q1 2015 after selling out during the quarter.
  • Genesis Wealth Advisors sold 141 Just Energy Group Inc shares in Q1 2015, an estimated $23.3K.
  • Genesis Wealth Advisors first reported a position in Just Energy Group Inc in Q4 2014 and held it in 1 quarter.
  • Genesis Wealth Advisors's Just Energy Group Inc position peaked at $23.3K in Q4 2014.
  • 68 funds tracked by Wall St. Rank held Just Energy Group Inc as of Q1 2015.

Based on Genesis Wealth Advisors's 13F filing for Q1 2015, filed 15 May 2015.