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Genesis Wealth Advisors’s WPP WPP Stock Holding History

Genesis Wealth Advisors’s Portfolio WPP Stock Details WPP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		$33.8K Hold
300
– – 0.03% 230
2015
Q1 		$33.8K Hold
300
– – 0.03% 242
2014
Q4 		$35.4K Buy
+300
New +$29.9K 0.03% 253

Other funds holding WPP

HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GPCM
Greenbrier Partners Capital Management Dallas, Texas $1.3B AUM 21.43% 1-Year Est. Return

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

Genesis Wealth Advisors held its WPP (WPP) position steady in Q2 2015 at 300 shares worth $33.8K. The position accounts for 0.03% of the portfolio, ranked #230.

Genesis Wealth Advisors first reported a position in WPP in Q4 2014 and has held it in 3 quarters since. The position peaked at $35.4K in Q4 2014. 191 funds tracked by Wall St. Rank hold WPP as of Q2 2015.

  • Genesis Wealth Advisors held 300 shares of WPP worth $33.8K as of Q2 2015.
  • Genesis Wealth Advisors left its WPP share count unchanged in Q2 2015.
  • WPP made up 0.03% of Genesis Wealth Advisors's portfolio in Q2 2015, its #230 holding.
  • Genesis Wealth Advisors first reported a position in WPP in Q4 2014 and has held it in 3 quarters since.
  • Genesis Wealth Advisors's WPP position peaked at $35.4K in Q4 2014.
  • 191 funds tracked by Wall St. Rank held WPP as of Q2 2015.

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