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Genesis Wealth Advisors’s Eli Lilly LLY Stock Holding History

Genesis Wealth Advisors’s Portfolio LLY Stock Details LLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		$87.7K Hold
1,050
– – 0.07% 130
2015
Q1 		$75.1K Hold
1,050
– – 0.06% 157
2014
Q4 		$73.9K Buy
+1,050
New +$70.9K 0.06% 173

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

Genesis Wealth Advisors held its Eli Lilly (LLY) position steady in Q2 2015 at 1,050 shares worth $87.7K. The position accounts for 0.07% of the portfolio, ranked #130.

Genesis Wealth Advisors first reported a position in LLY in Q4 2014 and has held it in 3 quarters since. 1,138 funds tracked by Wall St. Rank hold LLY as of Q2 2015.

  • Genesis Wealth Advisors held 1,050 shares of Eli Lilly worth $87.7K as of Q2 2015.
  • Genesis Wealth Advisors left its Eli Lilly share count unchanged in Q2 2015.
  • Eli Lilly made up 0.07% of Genesis Wealth Advisors's portfolio in Q2 2015, its #130 holding.
  • Genesis Wealth Advisors first reported a position in Eli Lilly in Q4 2014 and has held it in 3 quarters since.
  • 1,138 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2015.

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