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Independence Trust’s Genesis Energy GEL Stock Holding History

Independence 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
2014
Q3 		– Sell
-9,017
Closed -$505K – 109
2014
Q2 		$505K Hold
9,017
– – 0.32% 56
2014
Q1 		$489K Buy
9,017
+1,421
+19% +$76.7K 0.34% 51
2013
Q4 		$399K Buy
7,596
+930
+14% +$47.1K 0.27% 60
2013
Q3 		$334K Buy
+6,666
New +$336K 0.25% 72

Other funds holding GEL

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
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
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Independence Trust's GEL Position: Q3 2014 in Review

Independence Trust sold out of Genesis Energy (GEL) in Q3 2014, closing a stake of 9,017 shares — an estimated $505K sold.

Independence Trust first reported a position in GEL in Q3 2013 and held it in 4 quarters. The position peaked at $505K in Q2 2014. 159 funds tracked by Wall St. Rank hold GEL as of Q3 2014.

  • Independence Trust reported no remaining Genesis Energy position as of Q3 2014 after selling out during the quarter.
  • Independence Trust sold 9,017 Genesis Energy shares in Q3 2014, an estimated $505K.
  • Independence Trust first reported a position in Genesis Energy in Q3 2013 and held it in 4 quarters.
  • Independence Trust's Genesis Energy position peaked at $505K in Q2 2014.
  • 159 funds tracked by Wall St. Rank held Genesis Energy as of Q3 2014.

Based on Independence Trust's 13F filing for Q3 2014, filed 14 Oct 2014.