Cypress Wealth Advisors’s Genesis Energy GEL Stock Holding History

Cypress Wealth 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
2019 Q1	$2.08M	Buy	89,300 +25,700	+40%	+$556K	2.38%	12
2018 Q4	$1.18M	Sell	63,600 -42,500	-40%	-$956K	1.61%	21
2018 Q3	$2.52M	Sell	106,100 -10,150	-9%	-$239K	2.65%	10
2018 Q2	$2.55M	Sell	116,250 -7,550	-6%	-$164K	2.76%	9
2018 Q1	$2.44M	Buy	123,800 +23,250	+23%	+$508K	2.64%	9
2017 Q4	$2.25M	Buy	+100,550	New	+$2.33M	2.15%	13
2017 Q3	–	Sell	-6,625	Closed	-$210K	–	66
2017 Q2	$210K	Sell	6,625 -25,550	-79%	-$797K	0.25%	76
2017 Q1	$1.04M	Sell	32,175 -1,400	-4%	-$48.6K	0.48%	48
2016 Q4	$1.21M	Buy	33,575 +250	+0.8%	+$8.73K	0.55%	46
2016 Q3	$1.26M	Sell	33,325 -2,275	-6%	-$83.4K	0.57%	43
2016 Q2	$1.37M	Buy	35,600 +2,425	+7%	+$84.9K	0.67%	34
2016 Q1	$1.05M	Buy	33,175 +2,310	+7%	+$64.2K	0.48%	43
2015 Q4	$1.13M	Hold	30,865	–	–	0.57%	38
2015 Q3	$1.18M	Hold	30,865	–	–	0.64%	35
2015 Q2	$1.35M	Buy	+30,865	New	+$1.46M	0.79%	37

Other funds holding GEL

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

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

SCA

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

HFA

Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

Cypress Wealth Advisors's GEL Position: Q1 2019 in Review

Cypress Wealth Advisors increased its Genesis Energy (GEL) stake by 40% in Q1 2019, buying an estimated $556K and bringing the position to 89,300 shares worth $2.08M. The position accounts for 2.38% of the portfolio, ranked #12.

Cypress Wealth Advisors first reported a position in GEL in Q2 2015 and has held it in 15 quarters since. The position peaked at $2.55M in Q2 2018. 139 funds tracked by Wall St. Rank hold GEL as of Q1 2019.

Cypress Wealth Advisors held 89,300 shares of Genesis Energy worth $2.08M as of Q1 2019.
Cypress Wealth Advisors bought 25,700 Genesis Energy shares in Q1 2019, an estimated $556K.
Genesis Energy made up 2.38% of Cypress Wealth Advisors's portfolio in Q1 2019, its #12 holding.
Cypress Wealth Advisors first reported a position in Genesis Energy in Q2 2015 and has held it in 15 quarters since.
Cypress Wealth Advisors's Genesis Energy position peaked at $2.55M in Q2 2018.
139 funds tracked by Wall St. Rank held Genesis Energy as of Q1 2019.

Based on Cypress Wealth Advisors's 13F filing for Q1 2019, filed 17 May 2019.