GWA
JMI

Genesis Wealth Advisors’s JAVELIN MTG INVESTMENT CORP COM JMI Stock Holding History

Genesis Wealth Advisors’s Portfolio JMI Stock Details JMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-2,108
Closed -$19.5K – 487
2014
Q4 		$19.5K Buy
+2,108
New +$25.7K 0.02% 318

Other funds holding JMI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
PRCM
Pine River Capital Management Minnetonka, Minnesota $32.9M AUM 4.47% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BIG
Blackthorn Investment Group Overland Park, Kansas $26.8M AUM 12.33% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

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

Genesis Wealth Advisors sold out of JAVELIN MTG INVESTMENT CORP COM (JMI) in Q1 2015, closing a stake of 2,108 shares — an estimated $19.5K sold.

Genesis Wealth Advisors first reported a position in JMI in Q4 2014 and held it in 1 quarter. The position peaked at $19.5K in Q4 2014. 40 funds tracked by Wall St. Rank hold JMI as of Q1 2015.

  • Genesis Wealth Advisors reported no remaining JAVELIN MTG INVESTMENT CORP COM position as of Q1 2015 after selling out during the quarter.
  • Genesis Wealth Advisors sold 2,108 JAVELIN MTG INVESTMENT CORP COM shares in Q1 2015, an estimated $19.5K.
  • Genesis Wealth Advisors first reported a position in JAVELIN MTG INVESTMENT CORP COM in Q4 2014 and held it in 1 quarter.
  • Genesis Wealth Advisors's JAVELIN MTG INVESTMENT CORP COM position peaked at $19.5K in Q4 2014.
  • 40 funds tracked by Wall St. Rank held JAVELIN MTG INVESTMENT CORP COM as of Q1 2015.

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