Forward Management’s Genesis Energy GEL Stock Holding History

Forward 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 Q1	–	Sell	-233,754	Closed	-$8.42M	–	191
2016 Q4	$8.42M	Buy	+233,754	New	+$8.16M	0.59%	44

Other funds holding GEL

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

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return

RR Advisors Dallas, Texas $360M AUM 28.52% 1-Year Est. Return

Eagle Global Advisors Houston, Texas $2.78B AUM 26.09% 1-Year Est. Return

Forward Management's GEL Position: Q1 2017 in Review

Forward Management sold out of Genesis Energy (GEL) in Q1 2017, closing a stake of 233,754 shares — an estimated $8.42M sold.

Forward Management first reported a position in GEL in Q4 2016 and held it in 1 quarter. The position peaked at $8.42M in Q4 2016. 184 funds tracked by Wall St. Rank hold GEL as of Q1 2017.

Forward Management reported no remaining Genesis Energy position as of Q1 2017 after selling out during the quarter.
Forward Management sold 233,754 Genesis Energy shares in Q1 2017, an estimated $8.42M.
Forward Management first reported a position in Genesis Energy in Q4 2016 and held it in 1 quarter.
Forward Management's Genesis Energy position peaked at $8.42M in Q4 2016.
184 funds tracked by Wall St. Rank held Genesis Energy as of Q1 2017.

Based on Forward Management's 13F filing for Q1 2017, filed 4 May 2017.