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
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		$40.7K Sell
1,600
-2,400
-60% -$61.8K 0.03% 199
2015
Q1 		$103K Hold
4,000
– – 0.09% 117
2014
Q4 		$104K Buy
+4,000
New +$103K 0.08% 127

Other funds holding SFN.CL

CW
Cobiz Wealth Denver, Colorado $506M AUM 11.06% 1-Year Est. Return

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

Genesis Wealth Advisors reduced its STIFEL FINANCIAL CORP 5.75% SR NT DUE DEC 2022 (DE) (SFN.CL) stake by 60% in Q2 2015, selling an estimated $61.8K and leaving 1,600 shares worth $40.7K. The position accounts for 0.03% of the portfolio, ranked #199.

Genesis Wealth Advisors first reported a position in SFN.CL in Q4 2014 and has held it in 3 quarters since. The position peaked at $104K in Q4 2014. 2 funds tracked by Wall St. Rank hold SFN.CL as of Q2 2015.

  • Genesis Wealth Advisors held 1,600 shares of STIFEL FINANCIAL CORP 5.75% SR NT DUE DEC 2022 (DE) worth $40.7K as of Q2 2015.
  • Genesis Wealth Advisors sold 2,400 STIFEL FINANCIAL CORP 5.75% SR NT DUE DEC 2022 (DE) shares in Q2 2015, an estimated $61.8K.
  • STIFEL FINANCIAL CORP 5.75% SR NT DUE DEC 2022 (DE) made up 0.03% of Genesis Wealth Advisors's portfolio in Q2 2015, its #199 holding.
  • Genesis Wealth Advisors first reported a position in STIFEL FINANCIAL CORP 5.75% SR NT DUE DEC 2022 (DE) in Q4 2014 and has held it in 3 quarters since.
  • Genesis Wealth Advisors's STIFEL FINANCIAL CORP 5.75% SR NT DUE DEC 2022 (DE) position peaked at $104K in Q4 2014.
  • 2 funds tracked by Wall St. Rank held STIFEL FINANCIAL CORP 5.75% SR NT DUE DEC 2022 (DE) as of Q2 2015.

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