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Lucas Capital Management’s Genesis Energy GEL Stock Holding History

Lucas 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
2017
Q2 		– Sell
-7,000
Closed -$227K – 126
2017
Q1 		$227K Buy
7,000
+600
+9% +$20.8K 0.17% 102
2016
Q4 		$231K Sell
6,400
-700
-10% -$24.4K 0.17% 97
2016
Q3 		$270K Sell
7,100
-4,185
-37% -$153K 0.21% 79
2016
Q2 		$433K Sell
11,285
-545
-5% -$19.1K 0.31% 69
2016
Q1 		$376K Sell
11,830
-6,856
-37% -$191K 0.27% 75
2015
Q4 		$687K Sell
18,686
-5,597
-23% -$217K 0.44% 62
2015
Q3 		$931K Sell
24,283
-20,070
-45% -$865K 0.54% 61
2015
Q2 		$1.95M Buy
44,353
+23,102
+109% +$1.09M 0.87% 45
2015
Q1 		$999K Sell
21,251
-1,108
-5% -$49.2K 0.4% 68
2014
Q4 		$948K Sell
22,359
-3,608
-14% -$166K 0.35% 66
2014
Q3 		$1.37M Buy
25,967
+5
+0% +$271 0.42% 65
2014
Q2 		$1.46M Sell
25,962
-746
-3% -$41.2K 0.46% 58
2014
Q1 		$1.45M Buy
26,708
+4
+0% +$216 0.46% 56
2013
Q4 		$1.4M Sell
26,704
-4,146
-13% -$210K 0.47% 54
2013
Q3 		$1.54M Sell
30,850
-1,600
-5% -$80.6K 0.53% 50
2013
Q2 		$1.68M Buy
+32,450
New +$1.61M 0.48% 48

Other funds holding GEL

O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
SCA
Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.02B AUM 30.38% 1-Year Est. Return
RA
RR Advisors Dallas, Texas $360M AUM 28.52% 1-Year Est. Return

Lucas Capital Management's GEL Position: Q2 2017 in Review

Lucas Capital Management sold out of Genesis Energy (GEL) in Q2 2017, closing a stake of 7,000 shares — an estimated $227K sold.

Lucas Capital Management first reported a position in GEL in Q2 2013 and held it in 16 quarters. The position peaked at $1.95M in Q2 2015. 174 funds tracked by Wall St. Rank hold GEL as of Q2 2017.

  • Lucas Capital Management reported no remaining Genesis Energy position as of Q2 2017 after selling out during the quarter.
  • Lucas Capital Management sold 7,000 Genesis Energy shares in Q2 2017, an estimated $227K.
  • Lucas Capital Management first reported a position in Genesis Energy in Q2 2013 and held it in 16 quarters.
  • Lucas Capital Management's Genesis Energy position peaked at $1.95M in Q2 2015.
  • 174 funds tracked by Wall St. Rank held Genesis Energy as of Q2 2017.

Based on Lucas Capital Management's 13F filing for Q2 2017, filed 31 Jul 2017.