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Cypress Asset Management’s Genesis Energy GEL Stock Holding History

Cypress Asset 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
2014
Q4 		– Sell
-6,125
Closed -$322K – 203
2014
Q3 		$322K Buy
6,125
+50
+0.8% +$2.71K 0.06% 166
2014
Q2 		$340K Hold
6,075
– – 0.06% 170
2014
Q1 		$329K Sell
6,075
-100
-2% -$5.4K 0.06% 158
2013
Q4 		$325K Buy
+6,175
New +$313K 0.06% 155

Other funds holding GEL

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 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
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 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
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Cypress Asset Management's GEL Position: Q4 2014 in Review

Cypress Asset Management sold out of Genesis Energy (GEL) in Q4 2014, closing a stake of 6,125 shares — an estimated $322K sold.

Cypress Asset Management first reported a position in GEL in Q4 2013 and held it in 4 quarters. The position peaked at $340K in Q2 2014. 144 funds tracked by Wall St. Rank hold GEL as of Q4 2014.

  • Cypress Asset Management reported no remaining Genesis Energy position as of Q4 2014 after selling out during the quarter.
  • Cypress Asset Management sold 6,125 Genesis Energy shares in Q4 2014, an estimated $322K.
  • Cypress Asset Management first reported a position in Genesis Energy in Q4 2013 and held it in 4 quarters.
  • Cypress Asset Management's Genesis Energy position peaked at $340K in Q2 2014.
  • 144 funds tracked by Wall St. Rank held Genesis Energy as of Q4 2014.

Based on Cypress Asset Management's 13F filing for Q4 2014, filed 18 Feb 2015.