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Evercore Wealth Management’s Genesis Energy GEL Stock Holding History

Evercore Wealth 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
Q3 		– Sell
-1,250
Closed -$70K – 952
2014
Q2 		$70K Hold
1,250
– – ﹤0.01% 563
2014
Q1 		$68K Hold
1,250
– – ﹤0.01% 547
2013
Q4 		$66K Hold
1,250
– – ﹤0.01% 521
2013
Q3 		$63K Sell
1,250
-600
-32% -$30.2K ﹤0.01% 544
2013
Q2 		$96K Buy
+1,850
New +$91.6K 0.01% 496

Other funds holding GEL

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 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
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 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

Evercore Wealth Management's GEL Position: Q3 2014 in Review

Evercore Wealth Management sold out of Genesis Energy (GEL) in Q3 2014, closing a stake of 1,250 shares — an estimated $70K sold.

Evercore Wealth Management first reported a position in GEL in Q2 2013 and held it in 5 quarters. The position peaked at $96K in Q2 2013. 159 funds tracked by Wall St. Rank hold GEL as of Q3 2014.

  • Evercore Wealth Management reported no remaining Genesis Energy position as of Q3 2014 after selling out during the quarter.
  • Evercore Wealth Management sold 1,250 Genesis Energy shares in Q3 2014, an estimated $70K.
  • Evercore Wealth Management first reported a position in Genesis Energy in Q2 2013 and held it in 5 quarters.
  • Evercore Wealth Management's Genesis Energy position peaked at $96K in Q2 2013.
  • 159 funds tracked by Wall St. Rank held Genesis Energy as of Q3 2014.

Based on Evercore Wealth Management's 13F filing for Q3 2014, filed 13 Nov 2014.