Icon Wealth Partners’s Genesis Energy GEL Stock Holding History

Icon Wealth 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 Q1	–	Sell	-610	Closed	-$14K	–	432
2017 Q4	$14K	Buy	+610	New	+$14.1K	0.01%	664

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

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

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

Advisory Research Chicago, Illinois $1B AUM 50.12% 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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Icon Wealth Partners's GEL Position: Q1 2018 in Review

Icon Wealth Partners sold out of Genesis Energy (GEL) in Q1 2018, closing a stake of 610 shares — an estimated $14K sold.

Icon Wealth Partners first reported a position in GEL in Q4 2017 and held it in 1 quarter. The position peaked at $14K in Q4 2017. 150 funds tracked by Wall St. Rank hold GEL as of Q1 2018.

Icon Wealth Partners reported no remaining Genesis Energy position as of Q1 2018 after selling out during the quarter.
Icon Wealth Partners sold 610 Genesis Energy shares in Q1 2018, an estimated $14K.
Icon Wealth Partners first reported a position in Genesis Energy in Q4 2017 and held it in 1 quarter.
Icon Wealth Partners's Genesis Energy position peaked at $14K in Q4 2017.
150 funds tracked by Wall St. Rank held Genesis Energy as of Q1 2018.

Based on Icon Wealth Partners's 13F filing for Q1 2018, filed 15 May 2018.