BRWA
GEL icon

B. Riley Wealth Advisors’s Genesis Energy GEL Stock Holding History

B. Riley Wealth Advisors’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
2015
Q1 		– Sell
-1,564
Closed -$66 – 1111
2014
Q4 		$66 Buy
+1,564
New +$71.9K ﹤0.01% 1949
2014
Q3 		– Sell
-2,505
Closed -$140K – 1129
2014
Q2 		$140K Buy
2,505
+330
+15% +$18.2K 0.03% 591
2014
Q1 		$118K Buy
+2,175
New +$117K 0.04% 570

Other funds holding GEL

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
MHI
Miller Howard Investments Kingston, New York $3.66B AUM 20.05% 1-Year Est. Return

B. Riley Wealth Advisors's GEL Position: Q1 2015 in Review

B. Riley Wealth Advisors sold out of Genesis Energy (GEL) in Q1 2015, closing a stake of 1,564 shares — an estimated $66 sold.

B. Riley Wealth Advisors first reported a position in GEL in Q1 2014 and held it in 3 quarters. The position peaked at $140K in Q2 2014. 154 funds tracked by Wall St. Rank hold GEL as of Q1 2015.

  • B. Riley Wealth Advisors reported no remaining Genesis Energy position as of Q1 2015 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 1,564 Genesis Energy shares in Q1 2015, an estimated $66.
  • B. Riley Wealth Advisors first reported a position in Genesis Energy in Q1 2014 and held it in 3 quarters.
  • B. Riley Wealth Advisors's Genesis Energy position peaked at $140K in Q2 2014.
  • 154 funds tracked by Wall St. Rank held Genesis Energy as of Q1 2015.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2015, filed 14 May 2015.