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Advocacy Wealth Management Services’s Genesis Energy GEL Stock Holding History

Advocacy Wealth Management Services’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
2016
Q1 		– Sell
-125
Closed -$5K – 529
2015
Q4 		$5K Buy
+125
New +$4.85K 0.01% 419

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O
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Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
SCA
Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.02B AUM 30.38% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

Advocacy Wealth Management Services's GEL Position: Q1 2016 in Review

Advocacy Wealth Management Services sold out of Genesis Energy (GEL) in Q1 2016, closing a stake of 125 shares — an estimated $5K sold.

Advocacy Wealth Management Services first reported a position in GEL in Q4 2015 and held it in 1 quarter. The position peaked at $5K in Q4 2015. 175 funds tracked by Wall St. Rank hold GEL as of Q1 2016.

  • Advocacy Wealth Management Services reported no remaining Genesis Energy position as of Q1 2016 after selling out during the quarter.
  • Advocacy Wealth Management Services sold 125 Genesis Energy shares in Q1 2016, an estimated $5K.
  • Advocacy Wealth Management Services first reported a position in Genesis Energy in Q4 2015 and held it in 1 quarter.
  • Advocacy Wealth Management Services's Genesis Energy position peaked at $5K in Q4 2015.
  • 175 funds tracked by Wall St. Rank held Genesis Energy as of Q1 2016.

Based on Advocacy Wealth Management Services's 13F filing for Q1 2016, filed 20 Apr 2016.