CCB
GEL icon

Cutter & Co Brokerage’s Genesis Energy GEL Stock Holding History

Cutter & Co Brokerage’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
-10,468
Closed -$249K – 276
2018
Q3 		$249K Buy
10,468
+166
+2% +$3.91K 0.08% 217
2018
Q2 		$226K Buy
10,302
+169
+2% +$3.67K 0.09% 208
2018
Q1 		$200K Buy
10,133
+167
+2% +$3.65K 0.08% 222
2017
Q4 		$223K Buy
9,966
+153
+2% +$3.54K 0.09% 198
2017
Q3 		$259K Buy
9,813
+170
+2% +$4.83K 0.1% 192
2017
Q2 		$306K Buy
9,643
+146
+2% +$4.55K 0.12% 177
2017
Q1 		$308K Buy
9,497
+123
+1% +$4.27K 0.13% 169
2016
Q4 		$338K Buy
9,374
+130
+1% +$4.54K 0.14% 147
2016
Q3 		$351K Buy
9,244
+116
+1% +$4.25K 0.15% 131
2016
Q2 		$350K Sell
9,128
-1,052
-10% -$36.8K 0.15% 125
2016
Q1 		$324K Sell
10,180
-1,434
-12% -$39.9K 0.15% 139
2015
Q4 		$427K Buy
11,614
+175
+2% +$6.79K 0.2% 112
2015
Q3 		$439K Buy
11,439
+155
+1% +$6.68K 0.22% 105
2015
Q2 		$495K Buy
11,284
+4,523
+67% +$213K 0.2% 132
2015
Q1 		$318K Buy
6,761
+596
+10% +$26.5K 0.13% 145
2014
Q4 		$262K Sell
6,165
-1,085
-15% -$49.9K 0.1% 184
2014
Q3 		$382K Buy
+7,250
New +$394K 0.15% 143

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 $1.47T 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 $564B AUM 30.12% 1-Year Est. Return