Institute for Wealth Management’s Gencor Industries GENC Stock Holding History

Institute for Wealth Management’s Portfolio GENC Stock Details GENC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-11,501	Closed	-$126K	–	457
2018 Q4	$126K	Buy	+11,501	New	+$131K	0.05%	253
2018 Q1	–	Sell	-10,701	Closed	–	–	307
2017 Q4	$0	Buy	+10,701	New	+$187K	﹤0.01%	408
2017 Q3	–	Sell	-10,701	Closed	-$173K	–	299
2017 Q2	$173K	Buy	+10,701	New	+$171K	0.05%	386

Other funds holding GENC

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

SFM

Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Teton Advisors Rye, New York $142M AUM 42.07% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Institute for Wealth Management's GENC Position: Q1 2019 in Review

Institute for Wealth Management sold out of Gencor Industries (GENC) in Q1 2019, closing a stake of 11,501 shares — an estimated $126K sold.

Institute for Wealth Management first reported a position in GENC in Q2 2017 and held it in 3 quarters. The position peaked at $173K in Q2 2017. 50 funds tracked by Wall St. Rank hold GENC as of Q1 2019.

Institute for Wealth Management reported no remaining Gencor Industries position as of Q1 2019 after selling out during the quarter.
Institute for Wealth Management sold 11,501 Gencor Industries shares in Q1 2019, an estimated $126K.
Institute for Wealth Management first reported a position in Gencor Industries in Q2 2017 and held it in 3 quarters.
Institute for Wealth Management's Gencor Industries position peaked at $173K in Q2 2017.
50 funds tracked by Wall St. Rank held Gencor Industries as of Q1 2019.

Based on Institute for Wealth Management's 13F filing for Q1 2019, filed 15 May 2019.