JWM
GEL icon

Jacobus Wealth Management’s Genesis Energy GEL Stock Holding History

Jacobus Wealth 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
2017
Q3 		$163K Hold
6,190
– – 0.04% 181
2017
Q2 		$196K Hold
6,190
– – 0.05% 162
2017
Q1 		$201K Hold
6,190
– – 0.06% 155
2016
Q4 		$223K Hold
6,190
– – 0.07% 148
2016
Q3 		$235K Hold
6,190
– – 0.07% 162
2016
Q2 		$238K Sell
6,190
-14,265
-70% -$500K 0.07% 155
2016
Q1 		$650K Buy
20,455
+2,675
+15% +$74.4K 0.19% 97
2015
Q4 		$653K Hold
17,780
– – 0.19% 101
2015
Q3 		$682K Buy
17,780
+3,440
+24% +$148K 0.2% 89
2015
Q2 		$629K Sell
14,340
-425
-3% -$20.1K 0.16% 105
2015
Q1 		$694K Hold
14,765
– – 0.18% 95
2014
Q4 		$626K Sell
14,765
-645
-4% -$29.7K 0.16% 102
2014
Q3 		$811K Sell
15,410
-2,205
-13% -$120K 0.22% 90
2014
Q2 		$987K Buy
17,615
+1,100
+7% +$60.8K 0.25% 85
2014
Q1 		$895K Buy
16,515
+2,495
+18% +$135K 0.22% 89
2013
Q4 		$737K Hold
14,020
– – 0.21% 94
2013
Q3 		$702K Hold
14,020
– – 0.25% 78
2013
Q2 		$727K Buy
+14,020
New +$694K 0.27% 76

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