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	–	1387
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	–	481
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

CCM

Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return

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

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

HFA

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

SCA

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

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Financial Architects (New Jersey)'s GEL Position: Q4 2018 in Review

Financial Architects (New Jersey) sold out of Genesis Energy (GEL) in Q4 2018, closing a stake of 1,500 shares — an estimated $36K sold.

Financial Architects (New Jersey) first reported a position in GEL in Q1 2015 and held it in 13 quarters. The position peaked at $71K in Q1 2015. 137 funds tracked by Wall St. Rank hold GEL as of Q4 2018.

Financial Architects (New Jersey) reported no remaining Genesis Energy position as of Q4 2018 after selling out during the quarter.
Financial Architects (New Jersey) sold 1,500 Genesis Energy shares in Q4 2018, an estimated $36K.
Financial Architects (New Jersey) first reported a position in Genesis Energy in Q1 2015 and held it in 13 quarters.
Financial Architects (New Jersey)'s Genesis Energy position peaked at $71K in Q1 2015.
137 funds tracked by Wall St. Rank held Genesis Energy as of Q4 2018.

Based on Financial Architects (New Jersey)'s 13F filing for Q4 2018, filed 1 Feb 2019.