Royal Fund Management’s Genesis Energy GEL Stock Holding History

Royal Fund Management’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 Q2	–	Sell	-10	Closed	–	–	464
2017 Q1	$0	Hold	10	–	–	﹤0.01%	437
2016 Q4	$0	Buy	+10	New	+$349	﹤0.01%	394

Other funds holding GEL

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

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

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

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

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

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

Advisory Research Chicago, Illinois $1B AUM 50.12% 1-Year Est. Return

NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return

RR Advisors Dallas, Texas $346M AUM 31.14% 1-Year Est. Return

Royal Fund Management's GEL Position: Q2 2017 in Review

Royal Fund Management sold out of Genesis Energy (GEL) in Q2 2017, closing a stake of 10 shares.

Royal Fund Management first reported a position in GEL in Q4 2016 and held it in 2 quarters. The position peaked at $0 in Q1 2017. 174 funds tracked by Wall St. Rank hold GEL as of Q2 2017.

Royal Fund Management reported no remaining Genesis Energy position as of Q2 2017 after selling out during the quarter.
Royal Fund Management sold 10 Genesis Energy shares in Q2 2017.
Royal Fund Management first reported a position in Genesis Energy in Q4 2016 and held it in 2 quarters.
Royal Fund Management's Genesis Energy position peaked at $0 in Q1 2017.
174 funds tracked by Wall St. Rank held Genesis Energy as of Q2 2017.

Based on Royal Fund Management's 13F filing for Q2 2017, filed 7 May 2020.