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GEL icon

Heritage Trust’s Genesis Energy GEL Stock Holding History

Heritage 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
2018
Q4
– Sell
-870
Closed -$21K – 451
2018
Q3
$21K Hold
870
– – 0.01% 259
2018
Q2
$19K Hold
870
– – 0.01% 253
2018
Q1
$17K Hold
870
– – 0.01% 261
2017
Q4
$19K Hold
870
– – 0.01% 244
2017
Q3
$23K Hold
870
– – 0.01% 235
2017
Q2
$28K Hold
870
– – 0.01% 218
2017
Q1
$28K Buy
+870
New +$30.2K 0.01% 217

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AA
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HFA
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SCA
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JP Morgan Chase
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RA
RR Advisors Dallas, Texas $360M AUM 28.52% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
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Common Fund Bets See what stocks and ETFs funds are collectively bullish/bearish on Largest Fund Trades Explore the largest stock and ETF buys and sells made by funds High Conviction Trades Discover high conviction trades that caused a significant change in a fund's stake in a stock Fund Manager Portfolios Gain insights from the world’s largest funds and super investors
Fund Manager Index Stock index based on fund manager consensus updated each quarter

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