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

B. Riley Wealth Management’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 Q3	–	Sell	-1,000	Closed	-$43K	–	364
2015 Q2	$43K	Hold	1,000	–	–	0.03%	443
2015 Q1	$47K	Hold	1,000	–	–	0.04%	416
2014 Q4	$42K	Sell	1,000 -3,280	-77%	-$151K	0.03%	416
2014 Q3	$225K	Buy	4,280 +4,250	+14,167%	+$231K	0.17%	170
2014 Q2	$1K	Sell	30 -1,368	-98%	-$75.6K	﹤0.01%	1073
2014 Q1	$76K	Buy	+1,398	New	+$75.5K	0.06%	366

Other funds holding GEL

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

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

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

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

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

CCM

Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return

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

HFA

Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

NIM

NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

B. Riley Wealth Management's GEL Position: Q3 2015 in Review

B. Riley Wealth Management sold out of Genesis Energy (GEL) in Q3 2015, closing a stake of 1,000 shares — an estimated $43K sold.

B. Riley Wealth Management first reported a position in GEL in Q1 2014 and held it in 6 quarters. The position peaked at $225K in Q3 2014. 157 funds tracked by Wall St. Rank hold GEL as of Q3 2015.

B. Riley Wealth Management reported no remaining Genesis Energy position as of Q3 2015 after selling out during the quarter.
B. Riley Wealth Management sold 1,000 Genesis Energy shares in Q3 2015, an estimated $43K.
B. Riley Wealth Management first reported a position in Genesis Energy in Q1 2014 and held it in 6 quarters.
B. Riley Wealth Management's Genesis Energy position peaked at $225K in Q3 2014.
157 funds tracked by Wall St. Rank held Genesis Energy as of Q3 2015.

Based on B. Riley Wealth Management's 13F filing for Q3 2015, filed 13 Oct 2015.