M Holdings Securities’s Genesis Energy GEL Stock Holding History

M Holdings Securities’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	-600	Closed	-$32K	–	270
2014 Q3	$32K	Buy	+600	New	+$32.6K	0.02%	449

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

M Holdings Securities's GEL Position: Q4 2014 in Review

M Holdings Securities sold out of Genesis Energy (GEL) in Q4 2014, closing a stake of 600 shares — an estimated $32K sold.

M Holdings Securities first reported a position in GEL in Q3 2014 and held it in 1 quarter. The position peaked at $32K in Q3 2014. 144 funds tracked by Wall St. Rank hold GEL as of Q4 2014.

M Holdings Securities reported no remaining Genesis Energy position as of Q4 2014 after selling out during the quarter.
M Holdings Securities sold 600 Genesis Energy shares in Q4 2014, an estimated $32K.
M Holdings Securities first reported a position in Genesis Energy in Q3 2014 and held it in 1 quarter.
M Holdings Securities's Genesis Energy position peaked at $32K in Q3 2014.
144 funds tracked by Wall St. Rank held Genesis Energy as of Q4 2014.

Based on M Holdings Securities's 13F filing for Q4 2014, filed 13 Feb 2015.