GWA
PFA

Genesis Wealth Advisors’s POWERSHARES GLB EXCH TRD FD DYNAMIC DEVEL INTL OPPORT PORT PFA Stock Holding History

Genesis Wealth Advisors’s Portfolio PFA Stock Details PFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		$28.3K Hold
1,377
– – 0.02% 252
2015
Q1 		$27.8K Hold
1,377
– – 0.02% 257
2014
Q4 		$28K Buy
+1,377
New +$28K 0.02% 279

Other funds holding PFA

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

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

Genesis Wealth Advisors held its POWERSHARES GLB EXCH TRD FD DYNAMIC DEVEL INTL OPPORT PORT (PFA) position steady in Q2 2015 at 1,377 shares worth $28.3K. The position accounts for 0.02% of the portfolio, ranked #252.

Genesis Wealth Advisors first reported a position in PFA in Q4 2014 and has held it in 3 quarters since. 13 funds tracked by Wall St. Rank hold PFA as of Q2 2015.

  • Genesis Wealth Advisors held 1,377 shares of POWERSHARES GLB EXCH TRD FD DYNAMIC DEVEL INTL OPPORT PORT worth $28.3K as of Q2 2015.
  • Genesis Wealth Advisors left its POWERSHARES GLB EXCH TRD FD DYNAMIC DEVEL INTL OPPORT PORT share count unchanged in Q2 2015.
  • POWERSHARES GLB EXCH TRD FD DYNAMIC DEVEL INTL OPPORT PORT made up 0.02% of Genesis Wealth Advisors's portfolio in Q2 2015, its #252 holding.
  • Genesis Wealth Advisors first reported a position in POWERSHARES GLB EXCH TRD FD DYNAMIC DEVEL INTL OPPORT PORT in Q4 2014 and has held it in 3 quarters since.
  • 13 funds tracked by Wall St. Rank held POWERSHARES GLB EXCH TRD FD DYNAMIC DEVEL INTL OPPORT PORT as of Q2 2015.

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