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Robert N. Shapiro’s Genesis Energy GEL Stock Holding History

Robert N. Shapiro’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 		$83K Hold
1,963
– – 0.02% 385
2014
Q3 		$103K Sell
1,963
-787
-29% -$42.7K 0.02% 373
2014
Q2 		$154K Hold
2,750
– – 0.03% 307
2014
Q1 		$149K Buy
2,750
+255
+10% +$13.8K 0.03% 306
2013
Q4 		$131K Buy
2,495
+460
+23% +$23.3K 0.02% 330
2013
Q3 		$102K Buy
2,035
+1,095
+116% +$55.1K 0.02% 404
2013
Q2 		$49K Buy
+940
New +$46.6K 0.01% 565

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 15.1% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 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

Robert N. Shapiro's GEL Position: Q4 2014 in Review

Robert N. Shapiro held its Genesis Energy (GEL) position steady in Q4 2014 at 1,963 shares worth $83K. The position accounts for 0.02% of the portfolio, ranked #385.

Robert N. Shapiro first reported a position in GEL in Q2 2013 and has held it in 7 quarters since. The position peaked at $154K in Q2 2014. 144 funds tracked by Wall St. Rank hold GEL as of Q4 2014.

  • Robert N. Shapiro held 1,963 shares of Genesis Energy worth $83K as of Q4 2014.
  • Robert N. Shapiro left its Genesis Energy share count unchanged in Q4 2014.
  • Genesis Energy made up 0.02% of Robert N. Shapiro's portfolio in Q4 2014, its #385 holding.
  • Robert N. Shapiro first reported a position in Genesis Energy in Q2 2013 and has held it in 7 quarters since.
  • Robert N. Shapiro's Genesis Energy position peaked at $154K in Q2 2014.
  • 144 funds tracked by Wall St. Rank held Genesis Energy as of Q4 2014.

Based on Robert N. Shapiro's 13F filing for Q4 2014, filed 19 Feb 2015.