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Next Financial Group’s Genesis Energy GEL Stock Holding History

Next Financial Group’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
Q3 		– Sell
-400
Closed -$13K – 1820
2017
Q2 		$13K Hold
400
– – ﹤0.01% 1225
2017
Q1 		$13K Buy
400
+262
+190% +$9.09K ﹤0.01% 1180
2016
Q4 		$5K Hold
138
– – ﹤0.01% 1931
2016
Q3 		$5K Buy
+138
New +$5.06K ﹤0.01% 1929

Other funds holding GEL

O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 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
AR
Advisory Research Chicago, Illinois $1B AUM 50.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
RA
RR Advisors Dallas, Texas $346M AUM 31.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Next Financial Group's GEL Position: Q3 2017 in Review

Next Financial Group sold out of Genesis Energy (GEL) in Q3 2017, closing a stake of 400 shares — an estimated $13K sold.

Next Financial Group first reported a position in GEL in Q3 2016 and held it in 4 quarters. The position peaked at $13K in Q2 2017. 166 funds tracked by Wall St. Rank hold GEL as of Q3 2017.

  • Next Financial Group reported no remaining Genesis Energy position as of Q3 2017 after selling out during the quarter.
  • Next Financial Group sold 400 Genesis Energy shares in Q3 2017, an estimated $13K.
  • Next Financial Group first reported a position in Genesis Energy in Q3 2016 and held it in 4 quarters.
  • Next Financial Group's Genesis Energy position peaked at $13K in Q2 2017.
  • 166 funds tracked by Wall St. Rank held Genesis Energy as of Q3 2017.

Based on Next Financial Group's 13F filing for Q3 2017, filed 8 Nov 2017.