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Pinnacle Associates’s Genesis Energy GEL Stock Holding History

Pinnacle Associates’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
2015
Q2 		– Sell
-5,685
Closed -$267K – 659
2015
Q1 		$267K Sell
5,685
-400
-7% -$17.8K 0.01% 570
2014
Q4 		$258K Sell
6,085
-2,621
-30% -$120K 0.01% 561
2014
Q3 		$458K Buy
8,706
+4,000
+85% +$217K 0.01% 474
2014
Q2 		$264K Sell
4,706
-750
-14% -$41.5K 0.01% 542
2014
Q1 		$296K Sell
5,456
-350
-6% -$18.9K 0.01% 514
2013
Q4 		$305K Buy
5,806
+3
+0.1% +$152 0.01% 519
2013
Q3 		$291K Buy
5,803
+952
+20% +$47.9K 0.01% 511
2013
Q2 		$251K Buy
+4,851
New +$240K 0.01% 501

Other funds holding GEL

O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $1B AUM 50.12% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return

Pinnacle Associates's GEL Position: Q2 2015 in Review

Pinnacle Associates sold out of Genesis Energy (GEL) in Q2 2015, closing a stake of 5,685 shares — an estimated $267K sold.

Pinnacle Associates first reported a position in GEL in Q2 2013 and held it in 8 quarters. The position peaked at $458K in Q3 2014. 157 funds tracked by Wall St. Rank hold GEL as of Q2 2015.

  • Pinnacle Associates reported no remaining Genesis Energy position as of Q2 2015 after selling out during the quarter.
  • Pinnacle Associates sold 5,685 Genesis Energy shares in Q2 2015, an estimated $267K.
  • Pinnacle Associates first reported a position in Genesis Energy in Q2 2013 and held it in 8 quarters.
  • Pinnacle Associates's Genesis Energy position peaked at $458K in Q3 2014.
  • 157 funds tracked by Wall St. Rank held Genesis Energy as of Q2 2015.

Based on Pinnacle Associates's 13F filing for Q2 2015, filed 12 Aug 2015.