LVW Advisors’s Genesis Energy GEL Stock Holding History

LVW Advisors’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
2019 Q3	–	Sell	-9,900	Closed	-$217K	–	174
2019 Q2	$217K	Buy	+9,900	New	+$221K	0.06%	149
2019 Q1	–	Hold	0	–	–	–	120
2018 Q4	–	Hold	0	–	–	–	98
2018 Q3	–	Hold	0	–	–	–	88
2018 Q2	–	Hold	0	–	–	–	101
2018 Q1	–	Hold	0	–	–	–	101
2017 Q4	–	Hold	0	–	–	–	110
2017 Q3	–	Sell	-19,875	Closed	-$564K	–	65
2017 Q2	$631K	Buy	+19,875	New	+$620K	0.22%	57
2017 Q1	–	Hold	0	–	–	–	57
2016 Q4	–	Hold	0	–	–	–	57
2016 Q3	–	Hold	0	–	–	–	51
2016 Q2	–	Hold	0	–	–	–	48
2016 Q1	–	Hold	0	–	–	–	60
2015 Q4	–	Hold	0	–	–	–	63

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

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

TCA

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

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

SCA

Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LVW Advisors's GEL Position: Q3 2019 in Review

LVW Advisors sold out of Genesis Energy (GEL) in Q3 2019, closing a stake of 9,900 shares — an estimated $217K sold.

LVW Advisors first reported a position in GEL in Q2 2017 and held it in 2 quarters. The position peaked at $631K in Q2 2017. 136 funds tracked by Wall St. Rank hold GEL as of Q3 2019.

LVW Advisors reported no remaining Genesis Energy position as of Q3 2019 after selling out during the quarter.
LVW Advisors sold 9,900 Genesis Energy shares in Q3 2019, an estimated $217K.
LVW Advisors first reported a position in Genesis Energy in Q2 2017 and held it in 2 quarters.
LVW Advisors's Genesis Energy position peaked at $631K in Q2 2017.
136 funds tracked by Wall St. Rank held Genesis Energy as of Q3 2019.

Based on LVW Advisors's 13F filing for Q3 2019, filed 22 Oct 2019.