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Linscomb Wealth’s Genesis Energy GEL Stock Holding History

Linscomb Wealth’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
Q1 		– Sell
-5,828
Closed -$306K – 275
2013
Q4 		$306K Hold
5,828
– – 0.04% 183
2013
Q3 		$292K Hold
5,828
– – 0.04% 186
2013
Q2 		$302K Buy
+5,828
New +$289K 0.04% 181

Other funds holding GEL

O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
MHI
Miller Howard Investments Kingston, New York $3.66B AUM 20.05% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Linscomb Wealth's GEL Position: Q1 2014 in Review

Linscomb Wealth sold out of Genesis Energy (GEL) in Q1 2014, closing a stake of 5,828 shares — an estimated $306K sold.

Linscomb Wealth first reported a position in GEL in Q2 2013 and held it in 3 quarters. The position peaked at $306K in Q4 2013. 157 funds tracked by Wall St. Rank hold GEL as of Q1 2014.

  • Linscomb Wealth reported no remaining Genesis Energy position as of Q1 2014 after selling out during the quarter.
  • Linscomb Wealth sold 5,828 Genesis Energy shares in Q1 2014, an estimated $306K.
  • Linscomb Wealth first reported a position in Genesis Energy in Q2 2013 and held it in 3 quarters.
  • Linscomb Wealth's Genesis Energy position peaked at $306K in Q4 2013.
  • 157 funds tracked by Wall St. Rank held Genesis Energy as of Q1 2014.

Based on Linscomb Wealth's 13F filing for Q1 2014, filed 9 May 2014.