Edge Advisors’s Genesis Energy GEL Stock Holding History

Edge 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
2018 Q2	$11K	Buy	520 +2	+0.4%	+$43	﹤0.01%	689
2018 Q1	$10K	Buy	518 +2	+0.4%	+$44	﹤0.01%	712
2017 Q4	$11K	Sell	516 -280	-35%	-$6.48K	﹤0.01%	733
2017 Q3	$20K	Sell	796 -8,814	-92%	-$250K	﹤0.01%	657
2017 Q2	$303K	Sell	9,610 -2,765	-22%	-$86.3K	0.03%	268
2017 Q1	$401K	Sell	12,375 -1,150	-9%	-$39.9K	0.05%	246
2016 Q4	$486K	Buy	+13,525	New	+$472K	0.06%	217

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

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

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

SCA

Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 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

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

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

HFA

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

Edge Advisors's GEL Position: Q2 2018 in Review

Edge Advisors increased its Genesis Energy (GEL) stake by 0.39% in Q2 2018, buying an estimated $43 and bringing the position to 520 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #689.

Edge Advisors first reported a position in GEL in Q4 2016 and has held it in 7 quarters since. The position peaked at $486K in Q4 2016. 151 funds tracked by Wall St. Rank hold GEL as of Q2 2018.

Edge Advisors held 520 shares of Genesis Energy worth $11K as of Q2 2018.
Edge Advisors bought 2 Genesis Energy shares in Q2 2018, an estimated $43.
Genesis Energy made up ﹤0.01% of Edge Advisors's portfolio in Q2 2018, its #689 holding.
Edge Advisors first reported a position in Genesis Energy in Q4 2016 and has held it in 7 quarters since.
Edge Advisors's Genesis Energy position peaked at $486K in Q4 2016.
151 funds tracked by Wall St. Rank held Genesis Energy as of Q2 2018.

Based on Edge Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.