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Capital Investment Advisory Services’s Genesis Energy GEL Stock Holding History

Capital Investment Advisory Services’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
-875
Closed -$19K – 836
2019
Q3 		$19K Hold
875
– – 0.01% 823
2019
Q2 		$21K Hold
875
– – 0.01% 765
2019
Q1 		$20K Hold
875
– – 0.01% 682
2018
Q4 		$16K Buy
+875
New +$19.7K 0.01% 688

Other funds holding GEL

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AA
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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
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Goldman Sachs
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
RA
RR Advisors Dallas, Texas $360M AUM 28.52% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Investment Advisory Services's GEL Position: Q4 2019 in Review

Capital Investment Advisory Services sold out of Genesis Energy (GEL) in Q4 2019, closing a stake of 875 shares — an estimated $19K sold.

Capital Investment Advisory Services first reported a position in GEL in Q4 2018 and held it in 4 quarters. The position peaked at $21K in Q2 2019. 134 funds tracked by Wall St. Rank hold GEL as of Q4 2019.

  • Capital Investment Advisory Services reported no remaining Genesis Energy position as of Q4 2019 after selling out during the quarter.
  • Capital Investment Advisory Services sold 875 Genesis Energy shares in Q4 2019, an estimated $19K.
  • Capital Investment Advisory Services first reported a position in Genesis Energy in Q4 2018 and held it in 4 quarters.
  • Capital Investment Advisory Services's Genesis Energy position peaked at $21K in Q2 2019.
  • 134 funds tracked by Wall St. Rank held Genesis Energy as of Q4 2019.

Based on Capital Investment Advisory Services's 13F filing for Q4 2019, filed 4 Feb 2020.