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Genesis Wealth Advisors’s Manitowoc MTW Stock Holding History

Genesis Wealth Advisors’s Portfolio MTW Stock Details MTW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		$25.1K Hold
1,413
– – 0.02% 266
2015
Q1 		$27.7K Hold
1,413
– – 0.02% 259
2014
Q4 		$28K Buy
+1,413
New +$25.6K 0.02% 280

Other funds holding MTW

IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return
PCM
Pennant Capital Management Summit, New Jersey $212M AUM 19.37% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WCMNY
Westchester Capital Management (New York) Valhalla, New York $2.21B AUM 26.02% 1-Year Est. Return
LCG
Luxor Capital Group New York $1.43B AUM 30.88% 1-Year Est. Return
FC
Finepoint Capital Boston, Massachusetts $1.95B AUM 45.61% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

Genesis Wealth Advisors held its Manitowoc (MTW) position steady in Q2 2015 at 1,413 shares worth $25.1K. The position accounts for 0.02% of the portfolio, ranked #266.

Genesis Wealth Advisors first reported a position in MTW in Q4 2014 and has held it in 3 quarters since. The position peaked at $28K in Q4 2014. 218 funds tracked by Wall St. Rank hold MTW as of Q2 2015.

  • Genesis Wealth Advisors held 1,413 shares of Manitowoc worth $25.1K as of Q2 2015.
  • Genesis Wealth Advisors left its Manitowoc share count unchanged in Q2 2015.
  • Manitowoc made up 0.02% of Genesis Wealth Advisors's portfolio in Q2 2015, its #266 holding.
  • Genesis Wealth Advisors first reported a position in Manitowoc in Q4 2014 and has held it in 3 quarters since.
  • Genesis Wealth Advisors's Manitowoc position peaked at $28K in Q4 2014.
  • 218 funds tracked by Wall St. Rank held Manitowoc as of Q2 2015.

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