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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

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AA
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TCA
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ClearBridge Investments
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CCM
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AR
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HFA
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.02B AUM 30.38% 1-Year Est. Return