Mariner Wealth Advisors (Cincinnati)’s Genesis Energy GEL Stock Holding History

Mariner Wealth Advisors (Cincinnati)’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 Q4	–	Sell	-17,050	Closed	-$449K	–	281
2017 Q3	$449K	Sell	17,050 -4,000	-19%	-$114K	0.03%	178
2017 Q2	$668K	Sell	21,050 -3,100	-13%	-$96.7K	0.05%	141
2017 Q1	$783K	Sell	24,150 -9,300	-28%	-$323K	0.06%	132
2016 Q4	$1.21M	Hold	33,450	–	–	0.09%	110
2016 Q3	$1.27M	Sell	33,450 -400	-1%	-$14.7K	0.11%	106
2016 Q2	$1.3M	Buy	33,850 +3,000	+10%	+$105K	0.12%	105
2016 Q1	$981K	Buy	30,850 +4,690	+18%	+$130K	0.1%	111
2015 Q4	$961K	Buy	+26,160	New	+$1.01M	0.09%	111

Other funds holding GEL

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

CCM

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

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

SCA

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

TCA

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

Advisory Research Chicago, Illinois $1B AUM 50.12% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

Mariner Wealth Advisors (Cincinnati)'s GEL Position: Q4 2017 in Review

Mariner Wealth Advisors (Cincinnati) sold out of Genesis Energy (GEL) in Q4 2017, closing a stake of 17,050 shares — an estimated $449K sold.

Mariner Wealth Advisors (Cincinnati) first reported a position in GEL in Q4 2015 and held it in 8 quarters. The position peaked at $1.3M in Q2 2016. 167 funds tracked by Wall St. Rank hold GEL as of Q4 2017.

Mariner Wealth Advisors (Cincinnati) reported no remaining Genesis Energy position as of Q4 2017 after selling out during the quarter.
Mariner Wealth Advisors (Cincinnati) sold 17,050 Genesis Energy shares in Q4 2017, an estimated $449K.
Mariner Wealth Advisors (Cincinnati) first reported a position in Genesis Energy in Q4 2015 and held it in 8 quarters.
Mariner Wealth Advisors (Cincinnati)'s Genesis Energy position peaked at $1.3M in Q2 2016.
167 funds tracked by Wall St. Rank held Genesis Energy as of Q4 2017.

Based on Mariner Wealth Advisors (Cincinnati)'s 13F filing for Q4 2017, filed 12 Feb 2018.