Jefferies Group’s Genesis Energy GEL Stock Holding History

Jefferies Group’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
2019 Q1	–	Sell	-14,100	Closed	-$260K	–	2429
2018 Q4	$260K	Sell	14,100 -400	-3%	-$9K	﹤0.01%	1718
2018 Q3	$345K	Buy	+14,500	New	+$341K	﹤0.01%	1805
2017 Q4	–	Sell	-42,100	Closed	-$1.11M	–	2594
2017 Q3	$1.11M	Buy	+42,100	New	+$1.2M	0.01%	1248
2016 Q2	–	Sell	-20,000	Closed	-$636K	–	2230
2016 Q1	$636K	Buy	+20,000	New	+$556K	﹤0.01%	1334
2015 Q1	–	Sell	-23,000	Closed	-$976K	–	2202
2014 Q4	$976K	Buy	+23,000	New	+$1.06M	0.01%	989

Other funds holding GEL

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

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

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

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

RR Advisors Dallas, Texas $360M AUM 28.52% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Jefferies Group's GEL Position: Q4 2019 in Review

Jefferies Group sold out of Genesis Energy (GEL) in Q4 2019, closing a stake of 29,363 shares — an estimated $103K sold.

Jefferies Group first reported a position in GEL in Q3 2015 and held it in 6 quarters. The position peaked at $3.51M in Q3 2015. 134 funds tracked by Wall St. Rank hold GEL as of Q4 2019.

Jefferies Group reported no remaining Genesis Energy position as of Q4 2019 after selling out during the quarter.
Jefferies Group sold 29,363 Genesis Energy shares in Q4 2019, an estimated $103K.
Jefferies Group first reported a position in Genesis Energy in Q3 2015 and held it in 6 quarters.
Jefferies Group's Genesis Energy position peaked at $3.51M in Q3 2015.
134 funds tracked by Wall St. Rank held Genesis Energy as of Q4 2019.

Based on Jefferies Group's 13F filing for Q4 2019, filed 13 Feb 2020.