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

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

ClearBridge Investments

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

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

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

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

Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return