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Genesis Wealth Advisors’s Western Union WU Stock Holding History

Genesis Wealth Advisors’s Portfolio WU Stock Details WU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		$5.08K Hold
250
– – ﹤0.01% 410
2015
Q1 		$5.14K Sell
250
-100
-29% -$1.86K ﹤0.01% 387
2014
Q4 		$6.86K Buy
+350
New +$6.07K 0.01% 404

Other funds holding WU

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Genesis Wealth Advisors held its Western Union (WU) position steady in Q2 2015 at 250 shares worth $5.08K. The position accounts for ﹤0.01% of the portfolio, ranked #410.

Genesis Wealth Advisors first reported a position in WU in Q4 2014 and has held it in 3 quarters since. The position peaked at $6.86K in Q4 2014. 578 funds tracked by Wall St. Rank hold WU as of Q2 2015.

  • Genesis Wealth Advisors held 250 shares of Western Union worth $5.08K as of Q2 2015.
  • Genesis Wealth Advisors left its Western Union share count unchanged in Q2 2015.
  • Western Union made up ﹤0.01% of Genesis Wealth Advisors's portfolio in Q2 2015, its #410 holding.
  • Genesis Wealth Advisors first reported a position in Western Union in Q4 2014 and has held it in 3 quarters since.
  • Genesis Wealth Advisors's Western Union position peaked at $6.86K in Q4 2014.
  • 578 funds tracked by Wall St. Rank held Western Union as of Q2 2015.

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