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Regal Investment Advisors’s Genesis Energy GEL Stock Holding History

Regal Investment Advisors’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
Q4 		– Sell
-80
Closed -$3K – 500
2015
Q3 		$3K Sell
80
-69
-46% -$2.98K ﹤0.01% 882
2015
Q2 		$6K Hold
149
– – ﹤0.01% 725
2015
Q1 		$7K Hold
149
– – ﹤0.01% 757
2014
Q4 		$6K Buy
+149
New +$6.85K ﹤0.01% 717
2013
Q4 		– Sell
-80
Closed -$4K – 883
2013
Q3 		$4K Buy
80
+15
+23% +$755 ﹤0.01% 722
2013
Q2 		$3K Buy
+65
New +$3.22K ﹤0.01% 750

Other funds holding GEL

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 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 $2.79B AUM 24.88% 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
NIM
NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return
SCA
Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return

Regal Investment Advisors's GEL Position: Q4 2015 in Review

Regal Investment Advisors sold out of Genesis Energy (GEL) in Q4 2015, closing a stake of 80 shares — an estimated $3K sold.

Regal Investment Advisors first reported a position in GEL in Q2 2013 and held it in 6 quarters. The position peaked at $7K in Q1 2015. 156 funds tracked by Wall St. Rank hold GEL as of Q4 2015.

  • Regal Investment Advisors reported no remaining Genesis Energy position as of Q4 2015 after selling out during the quarter.
  • Regal Investment Advisors sold 80 Genesis Energy shares in Q4 2015, an estimated $3K.
  • Regal Investment Advisors first reported a position in Genesis Energy in Q2 2013 and held it in 6 quarters.
  • Regal Investment Advisors's Genesis Energy position peaked at $7K in Q1 2015.
  • 156 funds tracked by Wall St. Rank held Genesis Energy as of Q4 2015.

Based on Regal Investment Advisors's 13F filing for Q4 2015, filed 8 Feb 2016.