Proficio Capital Partners’s Genesis Energy GEL Stock Holding History

Proficio Capital Partners’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 Q4	–	Sell	-7,462	Closed	-$197K	–	1281
2017 Q3	$197K	Hold	7,462	–	–	0.08%	164
2017 Q2	$224K	Sell	7,462 -1,011	-12%	-$31.5K	0.09%	160
2017 Q1	$270K	Buy	8,473 +6,722	+384%	+$233K	0.12%	124
2016 Q4	$63K	Hold	1,751	–	–	0.03%	226
2016 Q3	$66K	Hold	1,751	–	–	0.04%	223
2016 Q2	$63K	Hold	1,751	–	–	0.04%	225
2016 Q1	$56K	Buy	+1,751	New	+$48.7K	0.05%	199

Other funds holding GEL

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

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

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

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

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

Advisory Research Chicago, Illinois $1B AUM 50.12% 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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Proficio Capital Partners's GEL Position: Q4 2017 in Review

Proficio Capital Partners sold out of Genesis Energy (GEL) in Q4 2017, closing a stake of 7,462 shares — an estimated $197K sold.

Proficio Capital Partners first reported a position in GEL in Q1 2016 and held it in 7 quarters. The position peaked at $270K in Q1 2017. 167 funds tracked by Wall St. Rank hold GEL as of Q4 2017.

Proficio Capital Partners reported no remaining Genesis Energy position as of Q4 2017 after selling out during the quarter.
Proficio Capital Partners sold 7,462 Genesis Energy shares in Q4 2017, an estimated $197K.
Proficio Capital Partners first reported a position in Genesis Energy in Q1 2016 and held it in 7 quarters.
Proficio Capital Partners's Genesis Energy position peaked at $270K in Q1 2017.
167 funds tracked by Wall St. Rank held Genesis Energy as of Q4 2017.

Based on Proficio Capital Partners's 13F filing for Q4 2017, filed 9 Feb 2018.