GWA
SAFT icon

Genesis Wealth Advisors’s Safety Insurance SAFT Stock Holding History

Genesis Wealth Advisors’s Portfolio SAFT Stock Details SAFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		$94.1K Hold
1,630
– – 0.08% 123
2015
Q1 		$98.2K Hold
1,630
– – 0.08% 126
2014
Q4 		$98.6K Buy
+1,630
New +$97.8K 0.08% 137

Other funds holding SAFT

SC
SRB Corp Boston, Massachusetts $1.86B AUM 39.81% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

Genesis Wealth Advisors held its Safety Insurance (SAFT) position steady in Q2 2015 at 1,630 shares worth $94.1K. The position accounts for 0.08% of the portfolio, ranked #123.

Genesis Wealth Advisors first reported a position in SAFT in Q4 2014 and has held it in 3 quarters since. The position peaked at $98.6K in Q4 2014. 132 funds tracked by Wall St. Rank hold SAFT as of Q2 2015.

  • Genesis Wealth Advisors held 1,630 shares of Safety Insurance worth $94.1K as of Q2 2015.
  • Genesis Wealth Advisors left its Safety Insurance share count unchanged in Q2 2015.
  • Safety Insurance made up 0.08% of Genesis Wealth Advisors's portfolio in Q2 2015, its #123 holding.
  • Genesis Wealth Advisors first reported a position in Safety Insurance in Q4 2014 and has held it in 3 quarters since.
  • Genesis Wealth Advisors's Safety Insurance position peaked at $98.6K in Q4 2014.
  • 132 funds tracked by Wall St. Rank held Safety Insurance as of Q2 2015.

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