Portfolio Strategies’s Genesis Energy GEL Stock Holding History

Portfolio Strategies’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
2018 Q4	–	Sell	-180	Closed	-$4K	–	90
2018 Q3	$4K	Hold	180	–	–	﹤0.01%	192
2018 Q2	$4K	Buy	+180	New	+$3.91K	﹤0.01%	200

Other funds holding GEL

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

HFA

Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

SCA

Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

RR Advisors Dallas, Texas $346M AUM 31.14% 1-Year Est. Return

Advisory Research Chicago, Illinois $1B AUM 50.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Portfolio Strategies's GEL Position: Q4 2018 in Review

Portfolio Strategies sold out of Genesis Energy (GEL) in Q4 2018, closing a stake of 180 shares — an estimated $4K sold.

Portfolio Strategies first reported a position in GEL in Q2 2018 and held it in 2 quarters. The position peaked at $4K in Q3 2018. 137 funds tracked by Wall St. Rank hold GEL as of Q4 2018.

Portfolio Strategies reported no remaining Genesis Energy position as of Q4 2018 after selling out during the quarter.
Portfolio Strategies sold 180 Genesis Energy shares in Q4 2018, an estimated $4K.
Portfolio Strategies first reported a position in Genesis Energy in Q2 2018 and held it in 2 quarters.
Portfolio Strategies's Genesis Energy position peaked at $4K in Q3 2018.
137 funds tracked by Wall St. Rank held Genesis Energy as of Q4 2018.

Based on Portfolio Strategies's 13F filing for Q4 2018, filed 4 Feb 2019.