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 $1.02T AUM 30.18% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

ClearBridge Investments

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

RR Advisors Dallas, Texas $360M AUM 28.52% 1-Year Est. Return

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

Mirae Asset Global Investments

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return