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Reilly Financial Advisors’s Genesis Energy GEL Stock Holding History

Reilly Financial 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
Q2 		– Sell
-100
Closed -$5K – 1384
2015
Q1 		$5K Buy
+100
New +$4.44K ﹤0.01% 1014

Other funds holding GEL

O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 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 $2.78B AUM 20.87% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return

Reilly Financial Advisors's GEL Position: Q2 2015 in Review

Reilly Financial Advisors sold out of Genesis Energy (GEL) in Q2 2015, closing a stake of 100 shares — an estimated $5K sold.

Reilly Financial Advisors first reported a position in GEL in Q1 2015 and held it in 1 quarter. The position peaked at $5K in Q1 2015. 157 funds tracked by Wall St. Rank hold GEL as of Q2 2015.

  • Reilly Financial Advisors reported no remaining Genesis Energy position as of Q2 2015 after selling out during the quarter.
  • Reilly Financial Advisors sold 100 Genesis Energy shares in Q2 2015, an estimated $5K.
  • Reilly Financial Advisors first reported a position in Genesis Energy in Q1 2015 and held it in 1 quarter.
  • Reilly Financial Advisors's Genesis Energy position peaked at $5K in Q1 2015.
  • 157 funds tracked by Wall St. Rank held Genesis Energy as of Q2 2015.

Based on Reilly Financial Advisors's 13F filing for Q2 2015, filed 6 Aug 2015.