Cumberland Advisors’s Genesis Energy GEL Stock Holding History

Cumberland 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
2017 Q1	–	Sell	-470	Closed	-$17K	–	39
2016 Q4	$17K	Hold	470	–	–	0.01%	42
2016 Q3	$18K	Hold	470	–	–	0.01%	39
2016 Q2	$18K	Hold	470	–	–	0.01%	35
2016 Q1	$15K	Buy	470 +60	+15%	+$1.67K	0.01%	34
2015 Q4	$15K	Sell	410 -110	-21%	-$4.27K	0.01%	41
2015 Q3	$20K	Sell	520 -520	-50%	-$22.4K	0.01%	35
2015 Q2	$46K	Hold	1,040	–	–	0.02%	44
2015 Q1	$49K	Buy	1,040 +40	+4%	+$1.78K	0.03%	46
2014 Q4	$42K	Hold	1,000	–	–	0.02%	55
2014 Q3	$53K	Buy	1,000 +550	+122%	+$29.9K	0.03%	46
2014 Q2	$25K	Buy	+450	New	+$24.9K	0.02%	45

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 $761B AUM 31.28% 1-Year Est. Return

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

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

Eagle Global Advisors Houston, Texas $2.78B AUM 26.09% 1-Year Est. Return