Simply Money Advisors’s Gen Digital GEN Stock Holding History

Simply Money Advisors’s Portfolio GEN Stock Details GEN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2013 Q3	–	Sell	-204	Closed	-$5K	–	211
2013 Q2	$5K	Buy	+204	New	+$4.8K	﹤0.01%	244

Other funds holding GEN

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Institutional Capital Chicago, Illinois $6.75B AUM 3.44% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Simply Money Advisors's GEN Position: Q3 2013 in Review

Simply Money Advisors sold out of Gen Digital (GEN) in Q3 2013, closing a stake of 204 shares — an estimated $5K sold.

Simply Money Advisors first reported a position in GEN in Q2 2013 and held it in 1 quarter. The position peaked at $5K in Q2 2013. 552 funds tracked by Wall St. Rank hold GEN as of Q3 2013.

Simply Money Advisors reported no remaining Gen Digital position as of Q3 2013 after selling out during the quarter.
Simply Money Advisors sold 204 Gen Digital shares in Q3 2013, an estimated $5K.
Simply Money Advisors first reported a position in Gen Digital in Q2 2013 and held it in 1 quarter.
Simply Money Advisors's Gen Digital position peaked at $5K in Q2 2013.
552 funds tracked by Wall St. Rank held Gen Digital as of Q3 2013.

Based on Simply Money Advisors's 13F filing for Q3 2013, filed 15 Oct 2013.