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

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

SCA

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Advisory Research Chicago, Illinois $1B AUM 50.12% 1-Year Est. Return

RR Advisors Dallas, Texas $346M AUM 31.14% 1-Year Est. Return

EGA

Eagle Global Advisors Houston, Texas $3.02B AUM 34.37% 1-Year Est. Return

Cumberland Advisors's GEL Position: Q1 2017 in Review

Cumberland Advisors sold out of Genesis Energy (GEL) in Q1 2017, closing a stake of 470 shares — an estimated $17K sold.

Cumberland Advisors first reported a position in GEL in Q2 2014 and held it in 11 quarters. The position peaked at $53K in Q3 2014. 184 funds tracked by Wall St. Rank hold GEL as of Q1 2017.

Cumberland Advisors reported no remaining Genesis Energy position as of Q1 2017 after selling out during the quarter.
Cumberland Advisors sold 470 Genesis Energy shares in Q1 2017, an estimated $17K.
Cumberland Advisors first reported a position in Genesis Energy in Q2 2014 and held it in 11 quarters.
Cumberland Advisors's Genesis Energy position peaked at $53K in Q3 2014.
184 funds tracked by Wall St. Rank held Genesis Energy as of Q1 2017.

Based on Cumberland Advisors's 13F filing for Q1 2017, filed 4 Apr 2017.