Genesis Wealth Advisors’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Genesis Wealth Advisors’s Portfolio XLU Stock Details XLU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q2	$145K	Sell	7,014 -4,482	-39%	-$98.1K	0.12%	86
2015 Q1	$256K	Sell	11,496 -2,592	-18%	-$59.9K	0.21%	53
2014 Q4	$321K	Buy	+14,088	New	+$319K	0.25%	43

Other funds holding XLU

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Commerzbank Aktiengesellschaft Frankfurt, Germany $4.78B AUM 25.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

MAA

Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Genesis Wealth Advisors reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 39% in Q2 2015, selling an estimated $98.1K and leaving 7,014 shares worth $145K. The position accounts for 0.12% of the portfolio, ranked #86.

Genesis Wealth Advisors first reported a position in XLU in Q4 2014 and has held it in 3 quarters since. The position peaked at $321K in Q4 2014. 423 funds tracked by Wall St. Rank hold XLU as of Q2 2015.

Genesis Wealth Advisors held 7,014 shares of State Street Utilities Select Sector SPDR ETF worth $145K as of Q2 2015.
Genesis Wealth Advisors sold 4,482 State Street Utilities Select Sector SPDR ETF shares in Q2 2015, an estimated $98.1K.
State Street Utilities Select Sector SPDR ETF made up 0.12% of Genesis Wealth Advisors's portfolio in Q2 2015, its #86 holding.
Genesis Wealth Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2014 and has held it in 3 quarters since.
Genesis Wealth Advisors's State Street Utilities Select Sector SPDR ETF position peaked at $321K in Q4 2014.
423 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2015.

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