Girard Partners’s Genesis Energy GEL Stock Holding History

Girard Partners’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	-1,360	Closed	-$32K	–	444
2018 Q3	$32K	Buy	+1,360	New	+$32K	0.01%	522
2017 Q3	–	Sell	-10,000	Closed	-$317K	–	265
2017 Q2	$317K	Buy	+10,000	New	+$312K	0.07%	198

Other funds holding GEL

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

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 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

Girard Partners's GEL Position: Q4 2018 in Review

Girard Partners sold out of Genesis Energy (GEL) in Q4 2018, closing a stake of 1,360 shares — an estimated $32K sold.

Girard Partners first reported a position in GEL in Q2 2017 and held it in 2 quarters. The position peaked at $317K in Q2 2017. 137 funds tracked by Wall St. Rank hold GEL as of Q4 2018.

Girard Partners reported no remaining Genesis Energy position as of Q4 2018 after selling out during the quarter.
Girard Partners sold 1,360 Genesis Energy shares in Q4 2018, an estimated $32K.
Girard Partners first reported a position in Genesis Energy in Q2 2017 and held it in 2 quarters.
Girard Partners's Genesis Energy position peaked at $317K in Q2 2017.
137 funds tracked by Wall St. Rank held Genesis Energy as of Q4 2018.

Based on Girard Partners's 13F filing for Q4 2018, filed 11 Feb 2019.