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Genesis Wealth Advisors’s Sabesp SBS Stock Holding History

Genesis Wealth Advisors’s Portfolio SBS Stock Details SBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		$9.32K Hold
9,282
– – 0.01% 348
2015
Q1 		$10.2K Hold
9,282
– – 0.01% 345
2014
Q4 		$10.3K Buy
+9,282
New +$13.3K 0.01% 373

Other funds holding SBS

BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
EM
Elliott Management New York $11.8B AUM 20.29% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
WPL
WINDACRE PARTNERSHIP LLC Houston, Texas $9.34B AUM 17.41% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
IAMU
Impax Asset Management (UK) London, United Kingdom $4.12B AUM 10.79% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GTP
Global Thematic Partners New York $120M AUM 25.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Genesis Wealth Advisors held its Sabesp (SBS) position steady in Q2 2015 at 9,282 shares worth $9.32K. The position accounts for 0.01% of the portfolio, ranked #348.

Genesis Wealth Advisors first reported a position in SBS in Q4 2014 and has held it in 3 quarters since. The position peaked at $10.3K in Q4 2014. 170 funds tracked by Wall St. Rank hold SBS as of Q2 2015.

  • Genesis Wealth Advisors held 9,282 shares of Sabesp worth $9.32K as of Q2 2015.
  • Genesis Wealth Advisors left its Sabesp share count unchanged in Q2 2015.
  • Sabesp made up 0.01% of Genesis Wealth Advisors's portfolio in Q2 2015, its #348 holding.
  • Genesis Wealth Advisors first reported a position in Sabesp in Q4 2014 and has held it in 3 quarters since.
  • Genesis Wealth Advisors's Sabesp position peaked at $10.3K in Q4 2014.
  • 170 funds tracked by Wall St. Rank held Sabesp as of Q2 2015.

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