GWA
PRE.PRE.CL

Genesis Wealth Advisors’s Partnerre Ltd PRE.PRE.CL Stock Holding History

Genesis Wealth Advisors’s Portfolio PRE.PRE.CL Stock Details PRE.PRE.CL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		$51.9K Sell
2,000
-166
-8% -$4.38K 0.04% 172
2015
Q1 		$58.2K Hold
2,166
– – 0.05% 178
2014
Q4 		$58.1K Buy
+2,166
New +$58.5K 0.05% 195

Other funds holding PRE.PRE.CL

KIA
KCM Investment Advisors Greenbrae, California $3.01B AUM 21.97% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SAM
Solaris Asset Management New York $12.8M AUM 28.06% 1-Year Est. Return
RIG
Roosevelt Investment Group New York $1.39B AUM 5.42% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
MCM
Marathon Capital Management Hunt Valley, Maryland $494M AUM 42.6% 1-Year Est. Return

Genesis Wealth Advisors's PRE.PRE.CL Position: Q2 2015 in Review

Genesis Wealth Advisors reduced its Partnerre Ltd (PRE.PRE.CL) stake by 7.7% in Q2 2015, selling an estimated $4.38K and leaving 2,000 shares worth $51.9K. The position accounts for 0.04% of the portfolio, ranked #172.

Genesis Wealth Advisors first reported a position in PRE.PRE.CL in Q4 2014 and has held it in 3 quarters since. The position peaked at $58.2K in Q1 2015. 7 funds tracked by Wall St. Rank hold PRE.PRE.CL as of Q2 2015.

  • Genesis Wealth Advisors held 2,000 shares of Partnerre Ltd worth $51.9K as of Q2 2015.
  • Genesis Wealth Advisors sold 166 Partnerre Ltd shares in Q2 2015, an estimated $4.38K.
  • Partnerre Ltd made up 0.04% of Genesis Wealth Advisors's portfolio in Q2 2015, its #172 holding.
  • Genesis Wealth Advisors first reported a position in Partnerre Ltd in Q4 2014 and has held it in 3 quarters since.
  • Genesis Wealth Advisors's Partnerre Ltd position peaked at $58.2K in Q1 2015.
  • 7 funds tracked by Wall St. Rank held Partnerre Ltd as of Q2 2015.

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