Rockefeller Financial Services’s Genesis Energy GEL Stock Holding History

Rockefeller Financial Services’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 Q3	–	Sell	-1,400	Closed	-$44K	–	531
2017 Q2	$44K	Hold	1,400	–	–	﹤0.01%	387
2017 Q1	$45K	Hold	1,400	–	–	﹤0.01%	406
2016 Q4	$50K	Hold	1,400	–	–	﹤0.01%	419
2016 Q3	$53K	Hold	1,400	–	–	﹤0.01%	389
2016 Q2	$54K	Hold	1,400	–	–	﹤0.01%	395
2016 Q1	$45K	Hold	1,400	–	–	﹤0.01%	434
2015 Q4	$51K	Hold	1,400	–	–	﹤0.01%	432
2015 Q3	$54K	Hold	1,400	–	–	﹤0.01%	415
2015 Q2	$61K	Hold	1,400	–	–	﹤0.01%	387
2015 Q1	$66K	Buy	+1,400	New	+$62.2K	﹤0.01%	402

Other funds holding GEL

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

ClearBridge Investments

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

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

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

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

Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

RR Advisors Dallas, Texas $360M AUM 28.52% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return