Genesis Wealth Advisors’s Triangle Capital Corporation TCCA.CL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2015
Q2
$146K Hold
5,714
0.12% 85
2015
Q1
$144K Hold
5,714
0.12% 80
2014
Q4
$143K Buy
+5,714
New +$144K 0.11% 89

Genesis Wealth Advisors's TCCA.CL Position: Q2 2015 in Review

Genesis Wealth Advisors held its Triangle Capital Corporation (TCCA.CL) position steady in Q2 2015 at 5,714 shares worth $146K. The position accounts for 0.12% of the portfolio, ranked #85.

Genesis Wealth Advisors first reported a position in TCCA.CL in Q4 2014 and has held it in 3 quarters since. 1 fund tracked by Wall St. Rank holds TCCA.CL as of Q2 2015.

  • Genesis Wealth Advisors held 5,714 shares of Triangle Capital Corporation worth $146K as of Q2 2015.
  • Genesis Wealth Advisors left its Triangle Capital Corporation share count unchanged in Q2 2015.
  • Triangle Capital Corporation made up 0.12% of Genesis Wealth Advisors's portfolio in Q2 2015, its #85 holding.
  • Genesis Wealth Advisors first reported a position in Triangle Capital Corporation in Q4 2014 and has held it in 3 quarters since.
  • 1 fund tracked by Wall St. Rank held Triangle Capital Corporation as of Q2 2015.

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