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Avalon Investment & Advisory’s Genesis Energy GEL Stock Holding History

Avalon Investment & Advisory’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
Q1 		– Sell
-12,499
Closed -$231K – 344
2018
Q4 		$231K Hold
12,499
– – 0.01% 293
2018
Q3 		$297K Buy
+12,499
New +$294K 0.01% 320

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
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
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
RA
RR Advisors Dallas, Texas $346M AUM 31.14% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $1B AUM 50.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Avalon Investment & Advisory's GEL Position: Q1 2019 in Review

Avalon Investment & Advisory sold out of Genesis Energy (GEL) in Q1 2019, closing a stake of 12,499 shares — an estimated $231K sold.

Avalon Investment & Advisory first reported a position in GEL in Q3 2018 and held it in 2 quarters. The position peaked at $297K in Q3 2018. 139 funds tracked by Wall St. Rank hold GEL as of Q1 2019.

  • Avalon Investment & Advisory reported no remaining Genesis Energy position as of Q1 2019 after selling out during the quarter.
  • Avalon Investment & Advisory sold 12,499 Genesis Energy shares in Q1 2019, an estimated $231K.
  • Avalon Investment & Advisory first reported a position in Genesis Energy in Q3 2018 and held it in 2 quarters.
  • Avalon Investment & Advisory's Genesis Energy position peaked at $297K in Q3 2018.
  • 139 funds tracked by Wall St. Rank held Genesis Energy as of Q1 2019.

Based on Avalon Investment & Advisory's 13F filing for Q1 2019, filed 24 Apr 2019.