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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 $2.79B AUM 24.88% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
AA
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
AR
Advisory Research Chicago, Illinois $1B AUM 50.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
RA
RR Advisors Dallas, Texas $346M AUM 31.14% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Mosaic Family Wealth's GEL Position: Q4 2017 in Review

Mosaic Family Wealth sold out of Genesis Energy (GEL) in Q4 2017, closing a stake of 714 shares — an estimated $19K sold.

Mosaic Family Wealth first reported a position in GEL in Q4 2015 and held it in 8 quarters. The position peaked at $67K in Q4 2015. 167 funds tracked by Wall St. Rank hold GEL as of Q4 2017.

  • Mosaic Family Wealth reported no remaining Genesis Energy position as of Q4 2017 after selling out during the quarter.
  • Mosaic Family Wealth sold 714 Genesis Energy shares in Q4 2017, an estimated $19K.
  • Mosaic Family Wealth first reported a position in Genesis Energy in Q4 2015 and held it in 8 quarters.
  • Mosaic Family Wealth's Genesis Energy position peaked at $67K in Q4 2015.
  • 167 funds tracked by Wall St. Rank held Genesis Energy as of Q4 2017.

Based on Mosaic Family Wealth's 13F filing for Q4 2017, filed 13 Feb 2018.