GWA
MLPL

Genesis Wealth Advisors’s UBS AG 2XMTHLY LEV LG EXCH TRD ACCESS SEC E-TRACS ALERIAN MLPL Stock Holding History

Genesis Wealth Advisors’s Portfolio MLPL Stock Details MLPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-312
Closed -$15.6K – 525
2015
Q1 		$15.6K Sell
312
-3,200
-91% -$166K 0.01% 312
2014
Q4 		$195K Buy
+3,512
New +$221K 0.15% 68

Other funds holding MLPL

EGA
Eagle Global Advisors Houston, Texas $3.02B AUM 34.37% 1-Year Est. Return
PCM
Pointe Capital Management Grosse Pointe Farms, Michigan $202M AUM 17.2% 1-Year Est. Return
SCA
Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return
ACP
Aviance Capital Partners Naples, Florida $963M AUM 32.56% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
BGA
Belmont Global Advisors Dallas, Texas $106M AUM 2.89% 1-Year Est. Return
CFA
Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return
RIG
Roosevelt Investment Group New York $1.39B AUM 5.42% 1-Year Est. Return

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

Genesis Wealth Advisors sold out of UBS AG 2XMTHLY LEV LG EXCH TRD ACCESS SEC E-TRACS ALERIAN (MLPL) in Q2 2015, closing a stake of 312 shares — an estimated $15.6K sold.

Genesis Wealth Advisors first reported a position in MLPL in Q4 2014 and held it in 2 quarters. The position peaked at $195K in Q4 2014. 21 funds tracked by Wall St. Rank hold MLPL as of Q2 2015.

  • Genesis Wealth Advisors reported no remaining UBS AG 2XMTHLY LEV LG EXCH TRD ACCESS SEC E-TRACS ALERIAN position as of Q2 2015 after selling out during the quarter.
  • Genesis Wealth Advisors sold 312 UBS AG 2XMTHLY LEV LG EXCH TRD ACCESS SEC E-TRACS ALERIAN shares in Q2 2015, an estimated $15.6K.
  • Genesis Wealth Advisors first reported a position in UBS AG 2XMTHLY LEV LG EXCH TRD ACCESS SEC E-TRACS ALERIAN in Q4 2014 and held it in 2 quarters.
  • Genesis Wealth Advisors's UBS AG 2XMTHLY LEV LG EXCH TRD ACCESS SEC E-TRACS ALERIAN position peaked at $195K in Q4 2014.
  • 21 funds tracked by Wall St. Rank held UBS AG 2XMTHLY LEV LG EXCH TRD ACCESS SEC E-TRACS ALERIAN as of Q2 2015.

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