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NWAM LLC’s Genesis Energy GEL Stock Holding History

NWAM LLC’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
-14,387
Closed -$65K – 457
2020
Q3 		$65K Buy
14,387
+14
+0.1% +$82 0.01% 242
2020
Q2 		$104K Sell
14,373
-205
-1% -$1.39K 0.01% 405
2020
Q1 		$57.1K Sell
14,578
-1,582
-10% -$21.8K 1.54% 22
2019
Q4 		$331K Buy
16,160
+16
+0.1% +$322 0.06% 285
2019
Q3 		$347K Buy
16,144
+865
+6% +$18.8K 0.06% 256
2019
Q2 		$335K Buy
15,279
+13
+0.1% +$290 0.07% 257
2019
Q1 		$356K Buy
15,266
+14
+0.1% +$303 0.08% 239
2018
Q4 		$282K Sell
15,252
-2,888
-16% -$65K 0.07% 252
2018
Q3 		$431K Sell
18,140
-432
-2% -$10.2K 0.1% 209
2018
Q2 		$407K Sell
18,572
-1,564
-8% -$34K 0.1% 213
2018
Q1 		$397K Buy
20,136
+798
+4% +$17.4K 0.1% 210
2017
Q4 		$432K Buy
+19,338
New +$447K 0.11% 190
2014
Q4 		– Sell
-10,347
Closed -$545K – 257
2014
Q3 		$545K Buy
10,347
+120
+1% +$6.51K 0.19% 121
2014
Q2 		$573K Buy
+10,227
New +$565K 0.18% 131

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 21.71% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T 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 $299B AUM 28.69% 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 $564B AUM 30.12% 1-Year Est. Return