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JOYN Advisors’s Genesis Energy GEL Stock Holding History

JOYN Advisors’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
Q4 		– Sell
-23
Closed -$1K – 1799
2018
Q3 		$1K Hold
23
– – ﹤0.01% 1600
2018
Q2 		$1K Buy
+23
New +$500 ﹤0.01% 1577

Other funds holding GEL

O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
SCA
Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
RA
RR Advisors Dallas, Texas $346M AUM 31.14% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $1B AUM 50.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JOYN Advisors's GEL Position: Q4 2018 in Review

JOYN Advisors sold out of Genesis Energy (GEL) in Q4 2018, closing a stake of 23 shares — an estimated $1K sold.

JOYN Advisors first reported a position in GEL in Q2 2018 and held it in 2 quarters. The position peaked at $1K in Q3 2018. 137 funds tracked by Wall St. Rank hold GEL as of Q4 2018.

  • JOYN Advisors reported no remaining Genesis Energy position as of Q4 2018 after selling out during the quarter.
  • JOYN Advisors sold 23 Genesis Energy shares in Q4 2018, an estimated $1K.
  • JOYN Advisors first reported a position in Genesis Energy in Q2 2018 and held it in 2 quarters.
  • JOYN Advisors's Genesis Energy position peaked at $1K in Q3 2018.
  • 137 funds tracked by Wall St. Rank held Genesis Energy as of Q4 2018.

Based on JOYN Advisors's 13F filing for Q4 2018, filed 12 Feb 2019.