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Kanaly Trust’s Genesis Energy GEL Stock Holding History

Kanaly 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
2015
Q4 		– Sell
-100
Closed -$4K – 897
2015
Q3 		$4K Hold
100
– – ﹤0.01% 672
2015
Q2 		$4K Hold
100
– – ﹤0.01% 668
2015
Q1 		$5K Hold
100
– – ﹤0.01% 514
2014
Q4 		$4K Hold
100
– – ﹤0.01% 547
2014
Q3 		$5K Hold
100
– – ﹤0.01% 548
2014
Q2 		$6K Hold
100
– – ﹤0.01% 525
2014
Q1 		$5K Hold
100
– – ﹤0.01% 573
2013
Q4 		$5K Buy
+100
New +$5.07K ﹤0.01% 509

Other funds holding GEL

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $1B AUM 50.12% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return
SCA
Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return

Kanaly Trust's GEL Position: Q4 2015 in Review

Kanaly Trust sold out of Genesis Energy (GEL) in Q4 2015, closing a stake of 100 shares — an estimated $4K sold.

Kanaly Trust first reported a position in GEL in Q4 2013 and held it in 8 quarters. The position peaked at $6K in Q2 2014. 156 funds tracked by Wall St. Rank hold GEL as of Q4 2015.

  • Kanaly Trust reported no remaining Genesis Energy position as of Q4 2015 after selling out during the quarter.
  • Kanaly Trust sold 100 Genesis Energy shares in Q4 2015, an estimated $4K.
  • Kanaly Trust first reported a position in Genesis Energy in Q4 2013 and held it in 8 quarters.
  • Kanaly Trust's Genesis Energy position peaked at $6K in Q2 2014.
  • 156 funds tracked by Wall St. Rank held Genesis Energy as of Q4 2015.

Based on Kanaly Trust's 13F filing for Q4 2015, filed 25 Jan 2016.