Kings Point Capital Management’s Genesis Energy GEL Stock Holding History

Kings Point Capital 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
2020 Q1	–	Sell	-1,000	Closed	-$20K	–	476
2019 Q4	$20K	Hold	1,000	–	–	﹤0.01%	416
2019 Q3	$21K	Hold	1,000	–	–	﹤0.01%	392
2019 Q2	$22K	Hold	1,000	–	–	﹤0.01%	339
2019 Q1	$23K	Sell	1,000 -180	-15%	-$3.89K	﹤0.01%	295
2018 Q4	$22K	Sell	1,180 -3,930	-77%	-$88.4K	﹤0.01%	299
2018 Q3	$122K	Hold	5,110	–	–	0.02%	170
2018 Q2	$112K	Hold	5,110	–	–	0.02%	175
2018 Q1	$101K	Hold	5,110	–	–	0.02%	176
2017 Q4	$114K	Hold	5,110	–	–	0.02%	177
2017 Q3	$135K	Hold	5,110	–	–	0.03%	157
2017 Q2	$162K	Hold	5,110	–	–	0.04%	154
2017 Q1	$166K	Buy	5,110 +1,000	+24%	+$34.7K	0.04%	146
2016 Q4	$148K	Hold	4,110	–	–	0.04%	144
2016 Q3	$156K	Buy	4,110 +740	+22%	+$27.1K	0.04%	127
2016 Q2	$129K	Buy	+3,370	New	+$118K	0.03%	138

Other funds holding GEL

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

RR Advisors Dallas, Texas $346M AUM 31.14% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Kings Point Capital Management's GEL Position: Q1 2020 in Review

Kings Point Capital Management sold out of Genesis Energy (GEL) in Q1 2020, closing a stake of 1,000 shares — an estimated $20K sold.

Kings Point Capital Management first reported a position in GEL in Q2 2016 and held it in 15 quarters. The position peaked at $166K in Q1 2017. 113 funds tracked by Wall St. Rank hold GEL as of Q1 2020.

Kings Point Capital Management reported no remaining Genesis Energy position as of Q1 2020 after selling out during the quarter.
Kings Point Capital Management sold 1,000 Genesis Energy shares in Q1 2020, an estimated $20K.
Kings Point Capital Management first reported a position in Genesis Energy in Q2 2016 and held it in 15 quarters.
Kings Point Capital Management's Genesis Energy position peaked at $166K in Q1 2017.
113 funds tracked by Wall St. Rank held Genesis Energy as of Q1 2020.

Based on Kings Point Capital Management's 13F filing for Q1 2020, filed 14 May 2020.