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Northwest Investment Counselors’s Genesis Energy GEL Stock Holding History

Northwest Investment Counselors’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
2020
Q4 		– Sell
-200
Closed -$1K – 251
2020
Q3 		$1K Buy
+200
New +$1.17K ﹤0.01% 464
2019
Q4 		– Sell
-200
Closed -$4K – 284
2019
Q3 		$4K Buy
+200
New +$4.34K ﹤0.01% 452
2017
Q4 		– Sell
-200
Closed -$5K – 198
2017
Q3 		$5K Hold
200
– – ﹤0.01% 324
2017
Q2 		$6K Buy
+200
New +$6.24K ﹤0.01% 277

Other funds holding GEL

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 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
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
SCA
Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northwest Investment Counselors's GEL Position: Q4 2020 in Review

Northwest Investment Counselors sold out of Genesis Energy (GEL) in Q4 2020, closing a stake of 200 shares — an estimated $1K sold.

Northwest Investment Counselors first reported a position in GEL in Q2 2017 and held it in 4 quarters. The position peaked at $6K in Q2 2017. 111 funds tracked by Wall St. Rank hold GEL as of Q4 2020.

  • Northwest Investment Counselors reported no remaining Genesis Energy position as of Q4 2020 after selling out during the quarter.
  • Northwest Investment Counselors sold 200 Genesis Energy shares in Q4 2020, an estimated $1K.
  • Northwest Investment Counselors first reported a position in Genesis Energy in Q2 2017 and held it in 4 quarters.
  • Northwest Investment Counselors's Genesis Energy position peaked at $6K in Q2 2017.
  • 111 funds tracked by Wall St. Rank held Genesis Energy as of Q4 2020.

Based on Northwest Investment Counselors's 13F filing for Q4 2020, filed 26 Jan 2021.