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Chicago Partners Investment Group’s Genesis Energy GEL Stock Holding History

Chicago Partners 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
2018
Q4 		– Sell
-4,690
Closed -$104K – 554
2018
Q3 		$104K Buy
4,690
+81
+2% +$1.91K 0.02% 409
2018
Q2 		$101K Buy
4,609
+88
+2% +$1.91K 0.02% 390
2018
Q1 		$89K Buy
4,521
+86
+2% +$1.88K 0.02% 366
2017
Q4 		$99K Buy
4,435
+84
+2% +$1.94K 0.02% 358
2017
Q3 		$115K Buy
4,351
+3,367
+342% +$95.6K 0.02% 328
2017
Q2 		$35K Sell
984
-3,202
-76% -$99.9K 0.01% 437
2017
Q1 		$136K Buy
4,186
+1,297
+45% +$45K 0.04% 227
2016
Q4 		$104K Buy
2,889
+570
+25% +$19.9K 0.04% 224
2016
Q3 		$88K Buy
+2,319
New +$85K 0.04% 244

Other funds holding GEL

O
OppenheimerFunds New York $80.4B AUM 15.1% 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 21.71% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
SCA
Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RA
RR Advisors Dallas, Texas $360M AUM 28.52% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Chicago Partners Investment Group's GEL Position: Q4 2018 in Review

Chicago Partners Investment Group sold out of Genesis Energy (GEL) in Q4 2018, closing a stake of 4,690 shares — an estimated $104K sold.

Chicago Partners Investment Group first reported a position in GEL in Q3 2016 and held it in 9 quarters. The position peaked at $136K in Q1 2017. 137 funds tracked by Wall St. Rank hold GEL as of Q4 2018.

  • Chicago Partners Investment Group reported no remaining Genesis Energy position as of Q4 2018 after selling out during the quarter.
  • Chicago Partners Investment Group sold 4,690 Genesis Energy shares in Q4 2018, an estimated $104K.
  • Chicago Partners Investment Group first reported a position in Genesis Energy in Q3 2016 and held it in 9 quarters.
  • Chicago Partners Investment Group's Genesis Energy position peaked at $136K in Q1 2017.
  • 137 funds tracked by Wall St. Rank held Genesis Energy as of Q4 2018.

Based on Chicago Partners Investment Group's 13F filing for Q4 2018, filed 11 Jan 2019.