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Genesis Wealth Advisors’s Simpson Manufacturing SSD Stock Holding History

Genesis Wealth Advisors’s Portfolio SSD Stock Details SSD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		$8.5K Hold
250
– – 0.01% 358
2015
Q1 		$9.21K Hold
250
– – 0.01% 354
2014
Q4 		$8.98K Buy
+250
New +$8.14K 0.01% 381

Other funds holding SSD

AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
PIM
Perkins Investment Management Chicago, Illinois $8.09B AUM 25.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Genesis Wealth Advisors held its Simpson Manufacturing (SSD) position steady in Q2 2015 at 250 shares worth $8.5K. The position accounts for 0.01% of the portfolio, ranked #358.

Genesis Wealth Advisors first reported a position in SSD in Q4 2014 and has held it in 3 quarters since. The position peaked at $9.21K in Q1 2015. 142 funds tracked by Wall St. Rank hold SSD as of Q2 2015.

  • Genesis Wealth Advisors held 250 shares of Simpson Manufacturing worth $8.5K as of Q2 2015.
  • Genesis Wealth Advisors left its Simpson Manufacturing share count unchanged in Q2 2015.
  • Simpson Manufacturing made up 0.01% of Genesis Wealth Advisors's portfolio in Q2 2015, its #358 holding.
  • Genesis Wealth Advisors first reported a position in Simpson Manufacturing in Q4 2014 and has held it in 3 quarters since.
  • Genesis Wealth Advisors's Simpson Manufacturing position peaked at $9.21K in Q1 2015.
  • 142 funds tracked by Wall St. Rank held Simpson Manufacturing as of Q2 2015.

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