MFW
GEL icon

Mosaic Family Wealth’s Genesis Energy GEL Stock Holding History

Mosaic Family Wealth’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
-714
Closed -$19K – 764
2017
Q3 		$19K Buy
714
+5
+0.7% +$142 0.01% 480
2017
Q2 		$22K Sell
709
-145
-17% -$4.52K 0.01% 428
2017
Q1 		$28K Buy
854
+4
+0.5% +$139 0.01% 397
2016
Q4 		$31K Buy
850
+4
+0.5% +$140 0.01% 377
2016
Q3 		$32K Buy
846
+3
+0.4% +$110 0.01% 383
2016
Q2 		$33K Buy
843
+5
+0.6% +$175 0.02% 381
2016
Q1 		$26K Sell
838
-994
-54% -$27.6K 0.01% 403
2015
Q4 		$67K Buy
+1,832
New +$71.1K 0.03% 270

Other funds holding GEL

O
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
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 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 $9.6B AUM 19.53% 1-Year Est. Return
AR
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
RA
RR Advisors Dallas, Texas $360M AUM 28.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return