Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s Genesis Energy GEL Stock Holding History

Cambridge Investment Research 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
2015
Q3 		– Sell
-4,994
Closed -$219K – 1521
2015
Q2 		$219K Buy
4,994
+454
+10% +$21.4K 0.01% 1234
2015
Q1 		$213K Sell
4,540
-491
-10% -$21.8K 0.01% 1210
2014
Q4 		$213K Sell
5,031
-239
-5% -$11K 0.01% 1183
2014
Q3 		$277K Sell
5,270
-814
-13% -$44.2K 0.01% 1134
2014
Q2 		$341K Buy
6,084
+308
+5% +$17K 0.01% 950
2014
Q1 		$313K Buy
5,776
+106
+2% +$5.72K 0.01% 938
2013
Q4 		$298K Buy
5,670
+7
+0.1% +$355 0.01% 887
2013
Q3 		$284K Buy
5,663
+1,129
+25% +$56.8K 0.01% 857
2013
Q2 		$235K Buy
+4,534
New +$225K 0.01% 866

Other funds holding GEL

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
ClearBridge Investments
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
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 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 $2.02B AUM 30.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SCA
Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return

Cambridge Investment Research Advisors's GEL Position: Q3 2015 in Review

Cambridge Investment Research Advisors sold out of Genesis Energy (GEL) in Q3 2015, closing a stake of 4,994 shares — an estimated $219K sold.

Cambridge Investment Research Advisors first reported a position in GEL in Q2 2013 and held it in 9 quarters. The position peaked at $341K in Q2 2014. 157 funds tracked by Wall St. Rank hold GEL as of Q3 2015.

  • Cambridge Investment Research Advisors reported no remaining Genesis Energy position as of Q3 2015 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 4,994 Genesis Energy shares in Q3 2015, an estimated $219K.
  • Cambridge Investment Research Advisors first reported a position in Genesis Energy in Q2 2013 and held it in 9 quarters.
  • Cambridge Investment Research Advisors's Genesis Energy position peaked at $341K in Q2 2014.
  • 157 funds tracked by Wall St. Rank held Genesis Energy as of Q3 2015.

Based on Cambridge Investment Research Advisors's 13F filing for Q3 2015, filed 3 Nov 2015.