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Baldwin Wealth Partners’s Genesis Energy GEL Stock Holding History

Baldwin Wealth 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
Q3 		– Sell
-8,798
Closed -$193K – 522
2018
Q2 		$193K Buy
+8,798
New +$191K 0.03% 202

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Baldwin Wealth Partners's GEL Position: Q3 2018 in Review

Baldwin Wealth Partners sold out of Genesis Energy (GEL) in Q3 2018, closing a stake of 8,798 shares — an estimated $193K sold.

Baldwin Wealth Partners first reported a position in GEL in Q2 2018 and held it in 1 quarter. The position peaked at $193K in Q2 2018. 139 funds tracked by Wall St. Rank hold GEL as of Q3 2018.

  • Baldwin Wealth Partners reported no remaining Genesis Energy position as of Q3 2018 after selling out during the quarter.
  • Baldwin Wealth Partners sold 8,798 Genesis Energy shares in Q3 2018, an estimated $193K.
  • Baldwin Wealth Partners first reported a position in Genesis Energy in Q2 2018 and held it in 1 quarter.
  • Baldwin Wealth Partners's Genesis Energy position peaked at $193K in Q2 2018.
  • 139 funds tracked by Wall St. Rank held Genesis Energy as of Q3 2018.

Based on Baldwin Wealth Partners's 13F filing for Q3 2018, filed 26 Oct 2018.