Geneva Advisors’s General Electric Capital Corp. GEK.CL Stock Holding History

Geneva Advisors’s Portfolio GEK.CL Stock Details GEK.CL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	$640K	Buy	25,096 +46	+0.2%	+$1.17K	0.01%	462
2017 Q1	$643K	Sell	25,050 -1,000	-4%	-$25.3K	0.01%	439
2016 Q4	$640K	Buy	26,050 +1,314	+5%	+$33K	0.01%	437
2016 Q3	$637K	Buy	+24,736	New	+$654K	0.01%	427

Other funds holding GEK.CL

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

RIG

Roosevelt Investment Group New York $1.39B AUM 5.42% 1-Year Est. Return

Intellectus Partners San Francisco, California $578M AUM 49.48% 1-Year Est. Return

KLWA

Kelly Lawrence W & Associates Pasadens, California $468M AUM 65.89% 1-Year Est. Return

Geneva Advisors's GEK.CL Position: Q2 2017 in Review

Geneva Advisors increased its General Electric Capital Corp. (GEK.CL) stake by 0.18% in Q2 2017, buying an estimated $1.17K and bringing the position to 25,096 shares worth $640K. The position accounts for 0.01% of the portfolio, ranked #462.

Geneva Advisors first reported a position in GEK.CL in Q3 2016 and has held it in 4 quarters since. The position peaked at $643K in Q1 2017. 5 funds tracked by Wall St. Rank hold GEK.CL as of Q2 2017.

Geneva Advisors held 25,096 shares of General Electric Capital Corp. worth $640K as of Q2 2017.
Geneva Advisors bought 46 General Electric Capital Corp. shares in Q2 2017, an estimated $1.17K.
General Electric Capital Corp. made up 0.01% of Geneva Advisors's portfolio in Q2 2017, its #462 holding.
Geneva Advisors first reported a position in General Electric Capital Corp. in Q3 2016 and has held it in 4 quarters since.
Geneva Advisors's General Electric Capital Corp. position peaked at $643K in Q1 2017.
5 funds tracked by Wall St. Rank held General Electric Capital Corp. as of Q2 2017.

Based on Geneva Advisors's 13F filing for Q2 2017, filed 7 Aug 2017.