GWA
SFN.CL

Genesis Wealth Advisors’s STIFEL FINANCIAL CORP 5.75% SR NT DUE DEC 2022 (DE) SFN.CL Stock Holding History

Genesis Wealth Advisors’s Portfolio SFN.CL Stock Details SFN.CL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		$40.7K Sell
1,600
-2,400
-60% -$61.1K 0.03% 199
2015
Q1 		$103K Hold
4,000
– – 0.09% 117
2014
Q4 		$104K Buy
+4,000
New +$104K 0.08% 127