HB
GEL icon

Homrich & Berg’s Genesis Energy GEL Stock Holding History

Homrich & Berg’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
Q2 		– Sell
-20,610
Closed -$655K – 269
2016
Q1 		$655K Hold
20,610
– – 0.06% 119
2015
Q4 		$757K Buy
20,610
+5,552
+37% +$215K 0.07% 110
2015
Q3 		$577K Buy
15,058
+2,125
+16% +$91.6K 0.06% 118
2015
Q2 		$568K Hold
12,933
– – 0.06% 131
2015
Q1 		$608K Hold
12,933
– – 0.06% 128
2014
Q4 		$549K Sell
12,933
-503
-4% -$23.1K 0.06% 137
2014
Q3 		$707K Hold
13,436
– – 0.07% 118
2014
Q2 		$753K Hold
13,436
– – 0.09% 97
2014
Q1 		$728K Buy
13,436
+158
+1% +$8.53K 0.09% 99
2013
Q4 		$698K Hold
13,278
– – 0.1% 91
2013
Q3 		$665K Buy
+13,278
New +$669K 0.11% 89

Other funds holding GEL

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
NIM
NXG Investment Management Dallas, Texas $2.02B AUM 30.38% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return