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Brookline Ban shares owned by Genesis Wealth Advisors

Quarter-by-quarter ownership of Brookline Ban (BRKL) shares owned by Genesis Wealth Advisors from 13F filings

Historical chart of Genesis Wealth Advisors investment in Brookline Ban

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All positions including Brookline Ban held by Genesis Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Brookline Ban by Genesis Wealth Advisors

Quarter filed Position value Share count Share price at filing
2015-06-30 $113k 10k 11.29
2015-03-31 $103k 10k 10.28
2014-12-31 $97k 10k 9.72

More positions owned by Genesis Wealth Advisors

iShares S&P 500 Index (IVV)
Claymore Exchange Trd Fd Tr gug bull2018 e
iShares MSCI EAFE Index Fund (EFA)
iShares Barclays Inter Crd Bd Fund ETF) (IGIB)
iShares Lehman Aggregate Bond (AGG)
Ishares Core Msci Eafe Etf core msci eafe (IEFA)
iShares MSCI ACWI Index Fund (ACWI)
iShares Lehman 3-7 Yr Treasury Bond (IEI)
Vanguard Emerging Markets ETF (VWO)
Spdr S&p 500 Etf (SPY)
Claymore Exchange Trd Fd Tr gug bull2019 e
Cambria Etf Tr shshld yield etf (SYLD)
PowerShares Intl. Dividend Achiev.
WisdomTree Emerging Markets Eq (DEM)
Vanguard Total World Stock Idx (VT)

View all positions for Genesis Wealth Advisors

Top funds holding Brookline Ban

Vanguard Group
Dimensional Fund Advisors
Jennison Associates
Massachusetts Financial Services
Bank of New York Mellon
Charles Schwab Investment Management
Hotchkis and Wiley Capital Management
Bank of America Corporation
Norges Bank Investment Management
LSV Asset Management
Mutual Of America Capital Management
Principal Financial Group
Goldman Sachs Group
Jpmorgan Chase & Co
Assenagon Asset Management

View all funds holding Brookline Ban