Genesis Wealth Advisors’s Barclays Bank PLC iPath Exchange Traded Notes Linked to Goldman Sachs Crude Oil Total Return In OIL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2015
Q2
$28.8K Buy
2,391
+750
+46% +$9.02K 0.02% 251
2015
Q1
$17.2K Buy
1,641
+789
+93% +$8.57K 0.01% 300
2014
Q4
$9.64K Buy
+852
New +$15.1K 0.01% 376

Other funds holding OIL

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

Genesis Wealth Advisors increased its Barclays Bank PLC iPath Exchange Traded Notes Linked to Goldman Sachs Crude Oil Total Return In (OIL) stake by 46% in Q2 2015, buying an estimated $9.02K and bringing the position to 2,391 shares worth $28.8K. The position accounts for 0.02% of the portfolio, ranked #251.

Genesis Wealth Advisors first reported a position in OIL in Q4 2014 and has held it in 3 quarters since. 87 funds tracked by Wall St. Rank hold OIL as of Q2 2015.

  • Genesis Wealth Advisors held 2,391 shares of Barclays Bank PLC iPath Exchange Traded Notes Linked to Goldman Sachs Crude Oil Total Return In worth $28.8K as of Q2 2015.
  • Genesis Wealth Advisors bought 750 Barclays Bank PLC iPath Exchange Traded Notes Linked to Goldman Sachs Crude Oil Total Return In shares in Q2 2015, an estimated $9.02K.
  • Barclays Bank PLC iPath Exchange Traded Notes Linked to Goldman Sachs Crude Oil Total Return In made up 0.02% of Genesis Wealth Advisors's portfolio in Q2 2015, its #251 holding.
  • Genesis Wealth Advisors first reported a position in Barclays Bank PLC iPath Exchange Traded Notes Linked to Goldman Sachs Crude Oil Total Return In in Q4 2014 and has held it in 3 quarters since.
  • 87 funds tracked by Wall St. Rank held Barclays Bank PLC iPath Exchange Traded Notes Linked to Goldman Sachs Crude Oil Total Return In as of Q2 2015.

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