LBA Wealth Management’s Genesis Energy GEL Stock Holding History

LBA 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
2014 Q4	–	Sell	-39	Closed	-$2K	–	332
2014 Q3	$2K	Buy	+39	New	+$2.12K	﹤0.01%	402

Other funds holding GEL

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 15.1% 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

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

Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HFA

Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

LBA Wealth Management's GEL Position: Q4 2014 in Review

LBA Wealth Management sold out of Genesis Energy (GEL) in Q4 2014, closing a stake of 39 shares — an estimated $2K sold.

LBA Wealth Management first reported a position in GEL in Q3 2014 and held it in 1 quarter. The position peaked at $2K in Q3 2014. 144 funds tracked by Wall St. Rank hold GEL as of Q4 2014.

LBA Wealth Management reported no remaining Genesis Energy position as of Q4 2014 after selling out during the quarter.
LBA Wealth Management sold 39 Genesis Energy shares in Q4 2014, an estimated $2K.
LBA Wealth Management first reported a position in Genesis Energy in Q3 2014 and held it in 1 quarter.
LBA Wealth Management's Genesis Energy position peaked at $2K in Q3 2014.
144 funds tracked by Wall St. Rank held Genesis Energy as of Q4 2014.

Based on LBA Wealth Management's 13F filing for Q4 2014, filed 4 Feb 2015.