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Genesis Wealth Advisors’s Polaris PII Stock Holding History

Genesis Wealth Advisors’s Portfolio PII Stock Details PII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		$31.8K Buy
215
+25
+13% +$3.6K 0.03% 241
2015
Q1 		$26.9K Hold
190
– – 0.02% 264
2014
Q4 		$29.9K Buy
+190
New +$28.5K 0.02% 272

Other funds holding PII

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

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

Genesis Wealth Advisors increased its Polaris (PII) stake by 13% in Q2 2015, buying an estimated $3.6K and bringing the position to 215 shares worth $31.8K. The position accounts for 0.03% of the portfolio, ranked #241.

Genesis Wealth Advisors first reported a position in PII in Q4 2014 and has held it in 3 quarters since. 500 funds tracked by Wall St. Rank hold PII as of Q2 2015.

  • Genesis Wealth Advisors held 215 shares of Polaris worth $31.8K as of Q2 2015.
  • Genesis Wealth Advisors bought 25 Polaris shares in Q2 2015, an estimated $3.6K.
  • Polaris made up 0.03% of Genesis Wealth Advisors's portfolio in Q2 2015, its #241 holding.
  • Genesis Wealth Advisors first reported a position in Polaris in Q4 2014 and has held it in 3 quarters since.
  • 500 funds tracked by Wall St. Rank held Polaris as of Q2 2015.

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