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Bellwether Investment Group’s Genesis Energy GEL Stock Holding History

Bellwether Investment Group’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
2017
Q2 		– Sell
-130
Closed -$4K – 276
2017
Q1 		$4K Hold
130
– – 0.01% 648
2016
Q4 		$5K Buy
+130
New +$4.54K ﹤0.01% 783
2016
Q2 		$5K Buy
+130
New +$4.55K 0.01% 493

Other funds holding GEL

O
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
ClearBridge Investments New York $121B AUM 27.52% 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
SCA
Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $1B AUM 50.12% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return
RA
RR Advisors Dallas, Texas $346M AUM 31.14% 1-Year Est. Return

Bellwether Investment Group's GEL Position: Q2 2017 in Review

Bellwether Investment Group sold out of Genesis Energy (GEL) in Q2 2017, closing a stake of 130 shares — an estimated $4K sold.

Bellwether Investment Group first reported a position in GEL in Q2 2016 and held it in 3 quarters. The position peaked at $5K in Q4 2016. 174 funds tracked by Wall St. Rank hold GEL as of Q2 2017.

  • Bellwether Investment Group reported no remaining Genesis Energy position as of Q2 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 130 Genesis Energy shares in Q2 2017, an estimated $4K.
  • Bellwether Investment Group first reported a position in Genesis Energy in Q2 2016 and held it in 3 quarters.
  • Bellwether Investment Group's Genesis Energy position peaked at $5K in Q4 2016.
  • 174 funds tracked by Wall St. Rank held Genesis Energy as of Q2 2017.

Based on Bellwether Investment Group's 13F filing for Q2 2017, filed 8 Aug 2017.