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Allworth Financial’s Genesis Energy GEL Stock Holding History

Allworth Financial’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
2020
Q2 		– Sell
-85
Closed – – 1253
2020
Q1 		$0 Buy
85
+3
+4% +$41 ﹤0.01% 1272
2019
Q4 		$2K Buy
82
+2
+3% +$40 ﹤0.01% 904
2019
Q3 		$2K Buy
80
+2
+3% +$43 ﹤0.01% 817
2019
Q2 		$2K Buy
78
+2
+3% +$45 ﹤0.01% 812
2019
Q1 		$2K Buy
+76
New +$1.64K ﹤0.01% 826

Other funds holding GEL

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
RA
RR Advisors Dallas, Texas $346M AUM 31.14% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SCA
Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Allworth Financial's GEL Position: Q2 2020 in Review

Allworth Financial sold out of Genesis Energy (GEL) in Q2 2020, closing a stake of 85 shares.

Allworth Financial first reported a position in GEL in Q1 2019 and held it in 5 quarters. The position peaked at $2K in Q4 2019. 119 funds tracked by Wall St. Rank hold GEL as of Q2 2020.

  • Allworth Financial reported no remaining Genesis Energy position as of Q2 2020 after selling out during the quarter.
  • Allworth Financial sold 85 Genesis Energy shares in Q2 2020.
  • Allworth Financial first reported a position in Genesis Energy in Q1 2019 and held it in 5 quarters.
  • Allworth Financial's Genesis Energy position peaked at $2K in Q4 2019.
  • 119 funds tracked by Wall St. Rank held Genesis Energy as of Q2 2020.

Based on Allworth Financial's 13F filing for Q2 2020, filed 24 Jul 2020.