Genesis Wealth Advisors
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Genesis Wealth Advisors’s ProShares Short High Yield SJB Stock Holding History

Genesis Wealth Advisors’s Portfolio SJB Stock Details SJB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-285
Closed -$7.76K – 513
2015
Q1 		$7.76K Hold
285
– – 0.01% 365
2014
Q4 		$7.71K Buy
+285
New +$7.96K 0.01% 394

Other funds holding SJB

Wells Fargo
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InterOcean Capital
InterOcean Capital Chicago, Illinois $1.32B AUM 8.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Guild Investment Management
Guild Investment Management Los Angeles, California $146M AUM 22.78% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ladenburg Thalmann Financial Services
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

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

Genesis Wealth Advisors sold out of ProShares Short High Yield (SJB) in Q2 2015, closing a stake of 285 shares — an estimated $7.76K sold.

Genesis Wealth Advisors first reported a position in SJB in Q4 2014 and held it in 2 quarters. The position peaked at $7.76K in Q1 2015. 17 funds tracked by Wall St. Rank hold SJB as of Q2 2015.

  • Genesis Wealth Advisors reported no remaining ProShares Short High Yield position as of Q2 2015 after selling out during the quarter.
  • Genesis Wealth Advisors sold 285 ProShares Short High Yield shares in Q2 2015, an estimated $7.76K.
  • Genesis Wealth Advisors first reported a position in ProShares Short High Yield in Q4 2014 and held it in 2 quarters.
  • Genesis Wealth Advisors's ProShares Short High Yield position peaked at $7.76K in Q1 2015.
  • 17 funds tracked by Wall St. Rank held ProShares Short High Yield as of Q2 2015.

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