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Abacus Planning Group’s Genesis Energy GEL Stock Holding History

Abacus Planning Group’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
2019
Q2 		– Sell
-11,000
Closed -$256K – 171
2019
Q1 		$256K Hold
11,000
– – 0.16% 121
2018
Q4 		$203K Buy
+11,000
New +$247K 0.15% 132

Other funds holding GEL

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
SCA
Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return
RA
RR Advisors Dallas, Texas $346M AUM 31.14% 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
NIM
NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Abacus Planning Group's GEL Position: Q2 2019 in Review

Abacus Planning Group sold out of Genesis Energy (GEL) in Q2 2019, closing a stake of 11,000 shares — an estimated $256K sold.

Abacus Planning Group first reported a position in GEL in Q4 2018 and held it in 2 quarters. The position peaked at $256K in Q1 2019. 141 funds tracked by Wall St. Rank hold GEL as of Q2 2019.

  • Abacus Planning Group reported no remaining Genesis Energy position as of Q2 2019 after selling out during the quarter.
  • Abacus Planning Group sold 11,000 Genesis Energy shares in Q2 2019, an estimated $256K.
  • Abacus Planning Group first reported a position in Genesis Energy in Q4 2018 and held it in 2 quarters.
  • Abacus Planning Group's Genesis Energy position peaked at $256K in Q1 2019.
  • 141 funds tracked by Wall St. Rank held Genesis Energy as of Q2 2019.

Based on Abacus Planning Group's 13F filing for Q2 2019, filed 12 Aug 2019.