McKinley Capital Management’s Genesis Energy GEL Stock Holding History

McKinley Capital Management’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	-35,945	Closed	-$787K	–	188
2019 Q2	$787K	Sell	35,945 -12,133	-25%	-$270K	0.05%	167
2019 Q1	$1.12M	Sell	48,078 -512	-1%	-$11.1K	0.08%	127
2018 Q4	$897K	Buy	48,590 +9,393	+24%	+$211K	0.07%	134
2018 Q3	$932K	Buy	39,197 +511	+1%	+$12K	0.06%	142
2018 Q2	$848K	Buy	+38,686	New	+$841K	0.06%	150
2017 Q2	–	Sell	-55,541	Closed	-$1.8M	–	496
2017 Q1	$1.8M	Sell	55,541 -606	-1%	-$21K	0.07%	182
2016 Q4	$2.02M	Buy	56,147 +7,285	+15%	+$254K	0.08%	168
2016 Q3	$1.85M	Buy	48,862 +32,289	+195%	+$1.18M	0.07%	198
2016 Q2	$636K	Buy	16,573 +9,193	+125%	+$322K	0.03%	249
2016 Q1	$235K	Buy	+7,380	New	+$205K	0.01%	289

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 $2.79B AUM 24.88% 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

McKinley Capital Management's GEL Position: Q3 2019 in Review

McKinley Capital Management sold out of Genesis Energy (GEL) in Q3 2019, closing a stake of 35,945 shares — an estimated $787K sold.

McKinley Capital Management first reported a position in GEL in Q1 2016 and held it in 10 quarters. The position peaked at $2.02M in Q4 2016. 136 funds tracked by Wall St. Rank hold GEL as of Q3 2019.

McKinley Capital Management reported no remaining Genesis Energy position as of Q3 2019 after selling out during the quarter.
McKinley Capital Management sold 35,945 Genesis Energy shares in Q3 2019, an estimated $787K.
McKinley Capital Management first reported a position in Genesis Energy in Q1 2016 and held it in 10 quarters.
McKinley Capital Management's Genesis Energy position peaked at $2.02M in Q4 2016.
136 funds tracked by Wall St. Rank held Genesis Energy as of Q3 2019.

Based on McKinley Capital Management's 13F filing for Q3 2019, filed 12 Nov 2019.