FFT Wealth Management’s Genesis Energy GEL Stock Holding History

FFT 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
2017 Q3	–	Sell	-10,369	Closed	-$329K	–	46
2017 Q2	$329K	Hold	10,369	–	–	0.11%	64
2017 Q1	$336K	Sell	10,369 -18,031	-63%	-$625K	0.11%	63
2016 Q4	$1.02M	Buy	28,400 +14,200	+100%	+$496K	0.24%	45
2016 Q3	$528K	Hold	14,200	–	–	0.22%	41
2016 Q2	$537K	Hold	14,200	–	–	0.21%	36
2016 Q1	$451K	Hold	14,200	–	–	0.2%	40
2015 Q4	$522K	Buy	+14,200	New	+$551K	0.42%	31

Other funds holding GEL

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

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

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 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 23.41% 1-Year Est. Return

SCA

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

Advisory Research Chicago, Illinois $1B AUM 50.12% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

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

FFT Wealth Management's GEL Position: Q3 2017 in Review

FFT Wealth Management sold out of Genesis Energy (GEL) in Q3 2017, closing a stake of 10,369 shares — an estimated $329K sold.

FFT Wealth Management first reported a position in GEL in Q4 2015 and held it in 7 quarters. The position peaked at $1.02M in Q4 2016. 166 funds tracked by Wall St. Rank hold GEL as of Q3 2017.

FFT Wealth Management reported no remaining Genesis Energy position as of Q3 2017 after selling out during the quarter.
FFT Wealth Management sold 10,369 Genesis Energy shares in Q3 2017, an estimated $329K.
FFT Wealth Management first reported a position in Genesis Energy in Q4 2015 and held it in 7 quarters.
FFT Wealth Management's Genesis Energy position peaked at $1.02M in Q4 2016.
166 funds tracked by Wall St. Rank held Genesis Energy as of Q3 2017.

Based on FFT Wealth Management's 13F filing for Q3 2017, filed 14 Nov 2017.