Burt Wealth Advisors’s Genesis Energy GEL Stock Holding History

Burt 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
2016 Q2	–	Sell	-250	Closed	-$8K	–	473
2016 Q1	$8K	Buy	+250	New	+$6.95K	0.01%	343

Other funds holding GEL

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

SCA

Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return

Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return

NIM

NXG Investment Management Dallas, Texas $2.02B AUM 30.38% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Burt Wealth Advisors's GEL Position: Q2 2016 in Review

Burt Wealth Advisors sold out of Genesis Energy (GEL) in Q2 2016, closing a stake of 250 shares — an estimated $8K sold.

Burt Wealth Advisors first reported a position in GEL in Q1 2016 and held it in 1 quarter. The position peaked at $8K in Q1 2016. 184 funds tracked by Wall St. Rank hold GEL as of Q2 2016.

Burt Wealth Advisors reported no remaining Genesis Energy position as of Q2 2016 after selling out during the quarter.
Burt Wealth Advisors sold 250 Genesis Energy shares in Q2 2016, an estimated $8K.
Burt Wealth Advisors first reported a position in Genesis Energy in Q1 2016 and held it in 1 quarter.
Burt Wealth Advisors's Genesis Energy position peaked at $8K in Q1 2016.
184 funds tracked by Wall St. Rank held Genesis Energy as of Q2 2016.

Based on Burt Wealth Advisors's 13F filing for Q2 2016, filed 22 Jul 2016.