Moneta Group Investment Advisors’s Genesis Energy GEL Stock Holding History

Moneta Group Investment 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	-2,283	Closed	-$50K	–	288
2019 Q2	$50K	Buy	2,283 +609	+36%	+$13.6K	﹤0.01%	230
2019 Q1	$39K	Buy	+1,674	New	+$36.2K	﹤0.01%	237
2017 Q4	–	Sell	-10,420	Closed	-$275K	–	500
2017 Q3	$275K	Buy	10,420 +420	+4%	+$11.9K	0.04%	163
2017 Q2	$317K	Hold	10,000	–	–	0.05%	159
2017 Q1	$324K	Hold	10,000	–	–	0.06%	116
2016 Q4	$360K	Hold	10,000	–	–	0.07%	112
2016 Q3	$380K	Hold	10,000	–	–	0.09%	93
2016 Q2	$384K	Sell	10,000 -1,000	-9%	-$35K	0.08%	126
2016 Q1	$350K	Sell	11,000 -750	-6%	-$20.9K	0.08%	124
2015 Q4	$432K	Buy	11,750 +9,796	+501%	+$380K	0.11%	88
2015 Q3	$75K	Buy	+1,954	New	+$84.3K	0.02%	196

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 $2.78B AUM 20.87% 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

Moneta Group Investment Advisors's GEL Position: Q3 2019 in Review

Moneta Group Investment Advisors sold out of Genesis Energy (GEL) in Q3 2019, closing a stake of 2,283 shares — an estimated $50K sold.

Moneta Group Investment Advisors first reported a position in GEL in Q3 2015 and held it in 11 quarters. The position peaked at $432K in Q4 2015. 136 funds tracked by Wall St. Rank hold GEL as of Q3 2019.

Moneta Group Investment Advisors reported no remaining Genesis Energy position as of Q3 2019 after selling out during the quarter.
Moneta Group Investment Advisors sold 2,283 Genesis Energy shares in Q3 2019, an estimated $50K.
Moneta Group Investment Advisors first reported a position in Genesis Energy in Q3 2015 and held it in 11 quarters.
Moneta Group Investment Advisors's Genesis Energy position peaked at $432K in Q4 2015.
136 funds tracked by Wall St. Rank held Genesis Energy as of Q3 2019.

Based on Moneta Group Investment Advisors's 13F filing for Q3 2019, filed 12 Nov 2019.