Franklin Resources
GEL icon

Franklin Resources’s Genesis Energy GEL Stock Holding History

Franklin Resources’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
2016
Q4 		– Sell
-18,299
Closed -$695K – 1480
2016
Q3 		$695K Buy
+18,299
New +$671K ﹤0.01% 1357
2013
Q3 		– Sell
-22,115
Closed -$1.15M – 1475
2013
Q2 		$1.15M Buy
+22,115
New +$1.1M ﹤0.01% 1261

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 $2.78B AUM 20.87% 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
MHI
Miller Howard Investments Kingston, New York $3.77B AUM 23.82% 1-Year Est. Return
RA
RR Advisors Dallas, Texas $346M AUM 31.14% 1-Year Est. Return

Franklin Resources's GEL Position: Q4 2016 in Review

Franklin Resources sold out of Genesis Energy (GEL) in Q4 2016, closing a stake of 18,299 shares — an estimated $695K sold.

Franklin Resources first reported a position in GEL in Q2 2013 and held it in 2 quarters. The position peaked at $1.15M in Q2 2013. 184 funds tracked by Wall St. Rank hold GEL as of Q4 2016.

  • Franklin Resources reported no remaining Genesis Energy position as of Q4 2016 after selling out during the quarter.
  • Franklin Resources sold 18,299 Genesis Energy shares in Q4 2016, an estimated $695K.
  • Franklin Resources first reported a position in Genesis Energy in Q2 2013 and held it in 2 quarters.
  • Franklin Resources's Genesis Energy position peaked at $1.15M in Q2 2013.
  • 184 funds tracked by Wall St. Rank held Genesis Energy as of Q4 2016.

Based on Franklin Resources's 13F filing for Q4 2016, filed 14 Feb 2017.