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Berman Capital Advisors’s Genesis Energy GEL Stock Holding History

Berman Capital 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
2019
Q4 		– Sell
-220
Closed -$4K – 1492
2019
Q3 		$4K Sell
220
-45
-17% -$977 ﹤0.01% 999
2019
Q2 		$5K Buy
+265
New +$5.91K ﹤0.01% 948

Other funds holding GEL

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
CCM
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
SCA
Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return
RA
RR Advisors Dallas, Texas $346M AUM 31.14% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Berman Capital Advisors's GEL Position: Q4 2019 in Review

Berman Capital Advisors sold out of Genesis Energy (GEL) in Q4 2019, closing a stake of 220 shares — an estimated $4K sold.

Berman Capital Advisors first reported a position in GEL in Q2 2019 and held it in 2 quarters. The position peaked at $5K in Q2 2019. 134 funds tracked by Wall St. Rank hold GEL as of Q4 2019.

  • Berman Capital Advisors reported no remaining Genesis Energy position as of Q4 2019 after selling out during the quarter.
  • Berman Capital Advisors sold 220 Genesis Energy shares in Q4 2019, an estimated $4K.
  • Berman Capital Advisors first reported a position in Genesis Energy in Q2 2019 and held it in 2 quarters.
  • Berman Capital Advisors's Genesis Energy position peaked at $5K in Q2 2019.
  • 134 funds tracked by Wall St. Rank held Genesis Energy as of Q4 2019.

Based on Berman Capital Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.