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First Personal Financial Services’s Genesis Energy GEL Stock Holding History

First Personal Financial Services’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
-116
Closed -$4K – 897
2016
Q4 		$4K Hold
116
– – ﹤0.01% 837
2016
Q3 		$4K Sell
116
-76
-40% -$2.79K ﹤0.01% 714
2016
Q2 		$7K Buy
+192
New +$6.72K ﹤0.01% 634

Other funds holding GEL

O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
AA
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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $1B AUM 50.12% 1-Year Est. Return
RA
RR Advisors Dallas, Texas $346M AUM 31.14% 1-Year Est. Return
EGA
Eagle Global Advisors Houston, Texas $3.02B AUM 34.37% 1-Year Est. Return

First Personal Financial Services's GEL Position: Q1 2017 in Review

First Personal Financial Services sold out of Genesis Energy (GEL) in Q1 2017, closing a stake of 116 shares — an estimated $4K sold.

First Personal Financial Services first reported a position in GEL in Q2 2016 and held it in 3 quarters. The position peaked at $7K in Q2 2016. 184 funds tracked by Wall St. Rank hold GEL as of Q1 2017.

  • First Personal Financial Services reported no remaining Genesis Energy position as of Q1 2017 after selling out during the quarter.
  • First Personal Financial Services sold 116 Genesis Energy shares in Q1 2017, an estimated $4K.
  • First Personal Financial Services first reported a position in Genesis Energy in Q2 2016 and held it in 3 quarters.
  • First Personal Financial Services's Genesis Energy position peaked at $7K in Q2 2016.
  • 184 funds tracked by Wall St. Rank held Genesis Energy as of Q1 2017.

Based on First Personal Financial Services's 13F filing for Q1 2017, filed 5 May 2017.