Concert Wealth Management’s Genesis Energy GEL Stock Holding History

Concert Wealth Management’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 Q4	–	Sell	-11,177	Closed	-$424K	–	645
2016 Q3	$424K	Sell	11,177 -1,783	-14%	-$65.4K	0.05%	412
2016 Q2	$420K	Buy	12,960 +605	+5%	+$21.2K	0.06%	376
2016 Q1	$329K	Buy	+12,355	New	+$344K	0.04%	434
2015 Q3	–	Sell	-13,393	Closed	-$578K	–	350
2015 Q2	$590K	Buy	+13,393	New	+$632K	0.08%	329
2015 Q1	–	Hold	0	–	–	–	211
2014 Q4	–	Hold	0	–	–	–	299
2014 Q3	–	Hold	0	–	–	–	477
2014 Q2	–	Sell	-4,194	Closed	-$232K	–	448
2014 Q1	$225K	Buy	+4,194	New	+$226K	0.03%	475

Other funds holding GEL

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

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

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

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

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

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

Miller Howard Investments Kingston, New York $3.66B AUM 20.05% 1-Year Est. Return

RR Advisors Dallas, Texas $360M AUM 28.52% 1-Year Est. Return