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Genesis Wealth Advisors’s SITE Centers SITC Stock Holding History

Genesis Wealth Advisors’s Portfolio SITC Stock Details SITC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		$231 Hold
12
– – ﹤0.01% 493
2015
Q1 		$279 Hold
12
– – ﹤0.01% 443
2014
Q4 		$285 Buy
+12
New +$277 ﹤0.01% 471

Other funds holding SITC

Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

Genesis Wealth Advisors held its SITE Centers (SITC) position steady in Q2 2015 at 12 shares worth $231. The position accounts for ﹤0.01% of the portfolio, ranked #493.

Genesis Wealth Advisors first reported a position in SITC in Q4 2014 and has held it in 3 quarters since. The position peaked at $285 in Q4 2014. 233 funds tracked by Wall St. Rank hold SITC as of Q2 2015.

  • Genesis Wealth Advisors held 12 shares of SITE Centers worth $231 as of Q2 2015.
  • Genesis Wealth Advisors left its SITE Centers share count unchanged in Q2 2015.
  • SITE Centers made up ﹤0.01% of Genesis Wealth Advisors's portfolio in Q2 2015, its #493 holding.
  • Genesis Wealth Advisors first reported a position in SITE Centers in Q4 2014 and has held it in 3 quarters since.
  • Genesis Wealth Advisors's SITE Centers position peaked at $285 in Q4 2014.
  • 233 funds tracked by Wall St. Rank held SITE Centers as of Q2 2015.

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