ArchPoint Investors’s Genesis Energy GEL Stock Holding History

ArchPoint Investors’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 Q1	–	Sell	-890	Closed	-$20K	–	161
2017 Q4	$20K	Sell	890 -7,243	-89%	-$168K	0.01%	142
2017 Q3	$214K	Sell	8,133 -1,345	-14%	-$38.2K	0.07%	92
2017 Q2	$301K	Buy	9,478 +8,484	+854%	+$265K	0.1%	88
2017 Q1	$32K	Buy	+994	New	+$34.5K	0.01%	120

Other funds holding GEL

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

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

Advisory Research Chicago, Illinois $1B AUM 50.12% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

RR Advisors Dallas, Texas $346M AUM 31.14% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

ArchPoint Investors's GEL Position: Q1 2018 in Review

ArchPoint Investors sold out of Genesis Energy (GEL) in Q1 2018, closing a stake of 890 shares — an estimated $20K sold.

ArchPoint Investors first reported a position in GEL in Q1 2017 and held it in 4 quarters. The position peaked at $301K in Q2 2017. 150 funds tracked by Wall St. Rank hold GEL as of Q1 2018.

ArchPoint Investors reported no remaining Genesis Energy position as of Q1 2018 after selling out during the quarter.
ArchPoint Investors sold 890 Genesis Energy shares in Q1 2018, an estimated $20K.
ArchPoint Investors first reported a position in Genesis Energy in Q1 2017 and held it in 4 quarters.
ArchPoint Investors's Genesis Energy position peaked at $301K in Q2 2017.
150 funds tracked by Wall St. Rank held Genesis Energy as of Q1 2018.

Based on ArchPoint Investors's 13F filing for Q1 2018, filed 14 May 2018.