FNBT
GEL icon

FineMark National Bank & Trust’s Genesis Energy GEL Stock Holding History

FineMark National Bank & Trust’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
Q1 		– Sell
-1,425
Closed -$51K – 609
2016
Q4 		$51K Buy
1,425
+70
+5% +$2.44K ﹤0.01% 618
2016
Q3 		$52K Sell
1,355
-765
-36% -$28K 0.01% 589
2016
Q2 		$81K Buy
2,120
+1,520
+253% +$53.2K 0.01% 491
2016
Q1 		$19K Buy
+600
New +$16.7K ﹤0.01% 790

Other funds holding GEL

O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
SCA
Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
RA
RR Advisors Dallas, Texas $360M AUM 28.52% 1-Year Est. Return
EGA
Eagle Global Advisors Houston, Texas $2.78B AUM 26.09% 1-Year Est. Return

FineMark National Bank & Trust's GEL Position: Q1 2017 in Review

FineMark National Bank & Trust sold out of Genesis Energy (GEL) in Q1 2017, closing a stake of 1,425 shares — an estimated $51K sold.

FineMark National Bank & Trust first reported a position in GEL in Q1 2016 and held it in 4 quarters. The position peaked at $81K in Q2 2016. 184 funds tracked by Wall St. Rank hold GEL as of Q1 2017.

  • FineMark National Bank & Trust reported no remaining Genesis Energy position as of Q1 2017 after selling out during the quarter.
  • FineMark National Bank & Trust sold 1,425 Genesis Energy shares in Q1 2017, an estimated $51K.
  • FineMark National Bank & Trust first reported a position in Genesis Energy in Q1 2016 and held it in 4 quarters.
  • FineMark National Bank & Trust's Genesis Energy position peaked at $81K in Q2 2016.
  • 184 funds tracked by Wall St. Rank held Genesis Energy as of Q1 2017.

Based on FineMark National Bank & Trust's 13F filing for Q1 2017, filed 12 May 2017.