Financial Architects (New Jersey)’s Genesis Energy GEL Stock Holding History

Financial Architects (New Jersey)’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 Q4	–	Sell	-1,500	Closed	-$36K	–	1398
2018 Q3	$36K	Hold	1,500	–	–	0.01%	737
2018 Q2	$33K	Hold	1,500	–	–	0.01%	674
2018 Q1	$30K	Hold	1,500	–	–	0.01%	771
2017 Q4	$34K	Hold	1,500	–	–	0.01%	794
2017 Q3	$40K	Hold	1,500	–	–	0.01%	748
2017 Q2	$48K	Hold	1,500	–	–	0.01%	686
2017 Q1	$49K	Hold	1,500	–	–	0.01%	661
2016 Q4	$54K	Hold	1,500	–	–	0.01%	552
2016 Q3	$57K	Hold	1,500	–	–	0.02%	541
2016 Q2	$58K	Hold	1,500	–	–	0.02%	506
2016 Q1	$48K	Buy	+1,500	New	+$41.7K	0.02%	409
2015 Q3	–	Sell	-1,500	Closed	-$66K	–	485
2015 Q2	$66K	Hold	1,500	–	–	0.02%	381
2015 Q1	$71K	Buy	+1,500	New	+$66.7K	0.03%	345

Other funds holding GEL

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

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

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

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

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

JP Morgan Chase

JP Morgan Chase New York $1.47T 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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return