LIA
GNW icon

LBMC Investment Advisors’s Genworth Financial GNW Stock Holding History

LBMC Investment Advisors’s Portfolio GNW Stock Details GNW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-12,325
Closed -$191K – 48
2013
Q4 		$191K Hold
12,325
– – 0.05% 49
2013
Q3 		$158K Buy
12,325
+1,732
+16% +$21.7K 0.05% 47
2013
Q2 		$121K Buy
+10,593
New +$110K 0.04% 48

Other funds holding GNW

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
PC
Paulson & Co New York $3.11B AUM 94.93% 1-Year Est. Return

LBMC Investment Advisors's GNW Position: Q1 2014 in Review

LBMC Investment Advisors sold out of Genworth Financial (GNW) in Q1 2014, closing a stake of 12,325 shares — an estimated $191K sold.

LBMC Investment Advisors first reported a position in GNW in Q2 2013 and held it in 3 quarters. The position peaked at $191K in Q4 2013. 411 funds tracked by Wall St. Rank hold GNW as of Q1 2014.

  • LBMC Investment Advisors reported no remaining Genworth Financial position as of Q1 2014 after selling out during the quarter.
  • LBMC Investment Advisors sold 12,325 Genworth Financial shares in Q1 2014, an estimated $191K.
  • LBMC Investment Advisors first reported a position in Genworth Financial in Q2 2013 and held it in 3 quarters.
  • LBMC Investment Advisors's Genworth Financial position peaked at $191K in Q4 2013.
  • 411 funds tracked by Wall St. Rank held Genworth Financial as of Q1 2014.

Based on LBMC Investment Advisors's 13F filing for Q1 2014, filed 1 May 2014.