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Pathstone Family Office’s Genesis Energy GEL Stock Holding History

Pathstone Family Office’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
-4,200
Closed -$133K – 233
2017
Q2 		$133K Buy
+4,200
New +$131K 0.06% 135
2014
Q4 		– Sell
-128
Closed -$7K – 165
2014
Q3 		$7K Buy
+128
New +$6.95K 0.02% 245

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

Pathstone Family Office's GEL Position: Q3 2017 in Review

Pathstone Family Office sold out of Genesis Energy (GEL) in Q3 2017, closing a stake of 4,200 shares — an estimated $133K sold.

Pathstone Family Office first reported a position in GEL in Q3 2014 and held it in 2 quarters. The position peaked at $133K in Q2 2017. 166 funds tracked by Wall St. Rank hold GEL as of Q3 2017.

  • Pathstone Family Office reported no remaining Genesis Energy position as of Q3 2017 after selling out during the quarter.
  • Pathstone Family Office sold 4,200 Genesis Energy shares in Q3 2017, an estimated $133K.
  • Pathstone Family Office first reported a position in Genesis Energy in Q3 2014 and held it in 2 quarters.
  • Pathstone Family Office's Genesis Energy position peaked at $133K in Q2 2017.
  • 166 funds tracked by Wall St. Rank held Genesis Energy as of Q3 2017.

Based on Pathstone Family Office's 13F filing for Q3 2017, filed 14 Nov 2017.