Evoke Wealth’s Genesis Energy GEL Stock Holding History

Evoke Wealth’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
2020 Q1	–	Sell	-3,652	Closed	-$74.8K	–	1224
2019 Q4	$74.8K	Hold	3,652	–	–	0.01%	350
2019 Q3	$78.4K	Buy	+3,652	New	+$79.3K	0.01%	410

Other funds holding GEL

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

RR Advisors Dallas, Texas $346M AUM 31.14% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Evoke Wealth's GEL Position: Q1 2020 in Review

Evoke Wealth sold out of Genesis Energy (GEL) in Q1 2020, closing a stake of 3,652 shares — an estimated $74.8K sold.

Evoke Wealth first reported a position in GEL in Q3 2019 and held it in 2 quarters. The position peaked at $78.4K in Q3 2019. 113 funds tracked by Wall St. Rank hold GEL as of Q1 2020.

Evoke Wealth reported no remaining Genesis Energy position as of Q1 2020 after selling out during the quarter.
Evoke Wealth sold 3,652 Genesis Energy shares in Q1 2020, an estimated $74.8K.
Evoke Wealth first reported a position in Genesis Energy in Q3 2019 and held it in 2 quarters.
Evoke Wealth's Genesis Energy position peaked at $78.4K in Q3 2019.
113 funds tracked by Wall St. Rank held Genesis Energy as of Q1 2020.

Based on Evoke Wealth's 13F filing for Q1 2020, filed 7 May 2020.