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Genesis Wealth Advisors’s SM Energy SM Stock Holding History

Genesis Wealth Advisors’s Portfolio SM Stock Details SM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		$1.94K Buy
+42
New +$2.22K ﹤0.01% 464

Other funds holding SM

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
HCM
Herndon Capital Management Atlanta, Georgia $659M AUM 22.02% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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 $2.9T AUM 29.55% 1-Year Est. Return

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

Genesis Wealth Advisors opened a new position in SM Energy (SM) in Q2 2015: 42 shares worth $1.94K. The stake represents ﹤0.01% of the portfolio and ranks #464 among its holdings.

282 funds tracked by Wall St. Rank hold SM as of Q2 2015.

  • Genesis Wealth Advisors held 42 shares of SM Energy worth $1.94K as of Q2 2015.
  • SM Energy was a new Genesis Wealth Advisors position in Q2 2015.
  • SM Energy made up ﹤0.01% of Genesis Wealth Advisors's portfolio in Q2 2015, its #464 holding.
  • 282 funds tracked by Wall St. Rank held SM Energy as of Q2 2015.

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