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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

InterOcean Capital Chicago, Illinois $1.32B AUM 8.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

GIM

Guild Investment Management Los Angeles, California $140M AUM 28.67% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 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.