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1834 Investment Advisors’s Genesis Energy GEL Stock Holding History

1834 Investment Advisors’s Portfolio GEL Stock Details GEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-500
Closed -$11K – 408
2018
Q2 		$11K Hold
500
– – ﹤0.01% 362
2018
Q1 		$10K Hold
500
– – ﹤0.01% 379
2017
Q4 		$11K Buy
+500
New +$11.6K ﹤0.01% 403

Other funds holding GEL

O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
SCA
Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $1B AUM 50.12% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
RA
RR Advisors Dallas, Texas $346M AUM 31.14% 1-Year Est. Return

1834 Investment Advisors's GEL Position: Q3 2018 in Review

1834 Investment Advisors sold out of Genesis Energy (GEL) in Q3 2018, closing a stake of 500 shares — an estimated $11K sold.

1834 Investment Advisors first reported a position in GEL in Q4 2017 and held it in 3 quarters. The position peaked at $11K in Q2 2018. 138 funds tracked by Wall St. Rank hold GEL as of Q3 2018.

  • 1834 Investment Advisors reported no remaining Genesis Energy position as of Q3 2018 after selling out during the quarter.
  • 1834 Investment Advisors sold 500 Genesis Energy shares in Q3 2018, an estimated $11K.
  • 1834 Investment Advisors first reported a position in Genesis Energy in Q4 2017 and held it in 3 quarters.
  • 1834 Investment Advisors's Genesis Energy position peaked at $11K in Q2 2018.
  • 138 funds tracked by Wall St. Rank held Genesis Energy as of Q3 2018.

Based on 1834 Investment Advisors's 13F filing for Q3 2018, filed 15 Nov 2018.