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Placemark Investments’s Genesis Energy GEL Stock Holding History

Placemark Investments’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
2014
Q4 		– Sell
-4,513
Closed -$238K – 1650
2014
Q3 		$238K Buy
4,513
+220
+5% +$11.9K ﹤0.01% 1494
2014
Q2 		$240K Buy
+4,293
New +$237K ﹤0.01% 1486

Other funds holding GEL

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 17.47% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Placemark Investments's GEL Position: Q4 2014 in Review

Placemark Investments sold out of Genesis Energy (GEL) in Q4 2014, closing a stake of 4,513 shares — an estimated $238K sold.

Placemark Investments first reported a position in GEL in Q2 2014 and held it in 2 quarters. The position peaked at $240K in Q2 2014. 144 funds tracked by Wall St. Rank hold GEL as of Q4 2014.

  • Placemark Investments reported no remaining Genesis Energy position as of Q4 2014 after selling out during the quarter.
  • Placemark Investments sold 4,513 Genesis Energy shares in Q4 2014, an estimated $238K.
  • Placemark Investments first reported a position in Genesis Energy in Q2 2014 and held it in 2 quarters.
  • Placemark Investments's Genesis Energy position peaked at $240K in Q2 2014.
  • 144 funds tracked by Wall St. Rank held Genesis Energy as of Q4 2014.

Based on Placemark Investments's 13F filing for Q4 2014, filed 17 Feb 2015.