SWM
GEL icon

Segment Wealth Management’s Genesis Energy GEL Stock Holding History

Segment Wealth 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
Q3 		– Sell
-7,500
Closed -$238K – 209
2017
Q2 		$238K Hold
7,500
– – 0.07% 183
2017
Q1 		$243K Hold
7,500
– – 0.08% 159
2016
Q4 		$270K Hold
7,500
– – 0.1% 138
2016
Q3 		$285K Hold
7,500
– – 0.11% 126
2016
Q2 		$288K Hold
7,500
– – 0.12% 113
2016
Q1 		$238K Hold
7,500
– – 0.09% 128
2015
Q4 		$276K Sell
7,500
-1,455
-16% -$56.4K 0.1% 119
2015
Q3 		$343K Buy
8,955
+1,455
+19% +$62.7K 0.13% 110
2015
Q2 		$329K Sell
7,500
-1,455
-16% -$68.7K 0.11% 126
2015
Q1 		$421K Buy
+8,955
New +$398K 0.14% 109

Other funds holding GEL

O
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
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
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
SCA
Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
RA
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