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Institutional & Family Asset Management’s Genesis Energy GEL Stock Holding History

Institutional & Family Asset Management’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
Q3 		– Sell
-6,266
Closed -$137K – 853
2018
Q2 		$137K Sell
6,266
-9,170
-59% -$199K 0.03% 224
2018
Q1 		$304K Sell
15,436
-13,499
-47% -$295K 0.06% 142
2017
Q4 		$647K Sell
28,935
-2,385
-8% -$55.2K 0.12% 99
2017
Q3 		$825K Buy
+31,320
New +$889K 0.17% 90

Other funds holding GEL

O
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
ClearBridge Investments New York $115B AUM 24.78% 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
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
RA
RR Advisors Dallas, Texas $360M AUM 28.52% 1-Year Est. Return

Institutional & Family Asset Management's GEL Position: Q3 2018 in Review

Institutional & Family Asset Management sold out of Genesis Energy (GEL) in Q3 2018, closing a stake of 6,266 shares — an estimated $137K sold.

Institutional & Family Asset Management first reported a position in GEL in Q3 2017 and held it in 4 quarters. The position peaked at $825K in Q3 2017. 139 funds tracked by Wall St. Rank hold GEL as of Q3 2018.

  • Institutional & Family Asset Management reported no remaining Genesis Energy position as of Q3 2018 after selling out during the quarter.
  • Institutional & Family Asset Management sold 6,266 Genesis Energy shares in Q3 2018, an estimated $137K.
  • Institutional & Family Asset Management first reported a position in Genesis Energy in Q3 2017 and held it in 4 quarters.
  • Institutional & Family Asset Management's Genesis Energy position peaked at $825K in Q3 2017.
  • 139 funds tracked by Wall St. Rank held Genesis Energy as of Q3 2018.

Based on Institutional & Family Asset Management's 13F filing for Q3 2018, filed 13 Nov 2018.