HCC
GEL icon

Hirtle Callaghan & Co’s Genesis Energy GEL Stock Holding History

Hirtle Callaghan & Co’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
Q3 		– Sell
-1,690
Closed -$54K – 201
2017
Q2 		$54K Hold
1,690
– – 0.01% 60
2017
Q1 		$55K Buy
+1,690
New +$58.6K 0.01% 67
2016
Q1 		– Sell
-2,331
Closed -$86K – 177
2015
Q4 		$86K Hold
2,331
– – 0.02% 99
2015
Q3 		$89K Hold
2,331
– – 0.02% 130
2015
Q2 		$102K Buy
+2,331
New +$110K 0.03% 136
2015
Q1 		– Sell
-340
Closed -$14K – 158
2014
Q4 		$14K Buy
+340
New +$15.6K ﹤0.01% 407

Other funds holding GEL

O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 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 21.71% 1-Year Est. Return
SCA
Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
RA
RR Advisors Dallas, Texas $360M AUM 28.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return