APP
GEL icon

Avantax Planning Partners’s Genesis Energy GEL Stock Holding History

Avantax Planning Partners’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
Q4 		– Sell
-1,700
Closed -$40K – 629
2018
Q3 		$40K Buy
+1,700
New +$40K ﹤0.01% 533
2018
Q2 		– Sell
-1,700
Closed -$34K – 692
2018
Q1 		$34K Buy
+1,700
New +$37.1K ﹤0.01% 606

Other funds holding GEL

O
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
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
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
SCA
Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Avantax Planning Partners's GEL Position: Q4 2018 in Review

Avantax Planning Partners sold out of Genesis Energy (GEL) in Q4 2018, closing a stake of 1,700 shares — an estimated $40K sold.

Avantax Planning Partners first reported a position in GEL in Q1 2018 and held it in 2 quarters. The position peaked at $40K in Q3 2018. 137 funds tracked by Wall St. Rank hold GEL as of Q4 2018.

  • Avantax Planning Partners reported no remaining Genesis Energy position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 1,700 Genesis Energy shares in Q4 2018, an estimated $40K.
  • Avantax Planning Partners first reported a position in Genesis Energy in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Genesis Energy position peaked at $40K in Q3 2018.
  • 137 funds tracked by Wall St. Rank held Genesis Energy as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.