GWA
XL

Genesis Wealth Advisors’s XL Group Ltd. XL Stock Holding History

Genesis Wealth Advisors’s Portfolio XL Stock Details XL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		$9.3K Hold
250
– – 0.01% 349
2015
Q1 		$9.22K Hold
250
– – 0.01% 353
2014
Q4 		$8.91K Buy
+250
New +$8.53K 0.01% 384

Other funds holding XL

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Genesis Wealth Advisors held its XL Group Ltd. (XL) position steady in Q2 2015 at 250 shares worth $9.3K. The position accounts for 0.01% of the portfolio, ranked #349.

Genesis Wealth Advisors first reported a position in XL in Q4 2014 and has held it in 3 quarters since. 360 funds tracked by Wall St. Rank hold XL as of Q2 2015.

  • Genesis Wealth Advisors held 250 shares of XL Group Ltd. worth $9.3K as of Q2 2015.
  • Genesis Wealth Advisors left its XL Group Ltd. share count unchanged in Q2 2015.
  • XL Group Ltd. made up 0.01% of Genesis Wealth Advisors's portfolio in Q2 2015, its #349 holding.
  • Genesis Wealth Advisors first reported a position in XL Group Ltd. in Q4 2014 and has held it in 3 quarters since.
  • 360 funds tracked by Wall St. Rank held XL Group Ltd. as of Q2 2015.

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