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Sequoia Financial Advisors’s Genesis Energy GEL Stock Holding History

Sequoia 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
2014
Q4 		– Sell
-8,508
Closed -$448K – 162
2014
Q3 		$448K Buy
+8,508
New +$462K 0.31% 77
2014
Q2 		– Sell
-12,031
Closed -$652K – 165
2014
Q1 		$652K Buy
12,031
+505
+4% +$27.3K 0.54% 49
2013
Q4 		$606K Buy
+11,526
New +$584K 0.5% 59

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

Sequoia Financial Advisors's GEL Position: Q4 2014 in Review

Sequoia Financial Advisors sold out of Genesis Energy (GEL) in Q4 2014, closing a stake of 8,508 shares — an estimated $448K sold.

Sequoia Financial Advisors first reported a position in GEL in Q4 2013 and held it in 3 quarters. The position peaked at $652K in Q1 2014. 144 funds tracked by Wall St. Rank hold GEL as of Q4 2014.

  • Sequoia Financial Advisors reported no remaining Genesis Energy position as of Q4 2014 after selling out during the quarter.
  • Sequoia Financial Advisors sold 8,508 Genesis Energy shares in Q4 2014, an estimated $448K.
  • Sequoia Financial Advisors first reported a position in Genesis Energy in Q4 2013 and held it in 3 quarters.
  • Sequoia Financial Advisors's Genesis Energy position peaked at $652K in Q1 2014.
  • 144 funds tracked by Wall St. Rank held Genesis Energy as of Q4 2014.

Based on Sequoia Financial Advisors's 13F filing for Q4 2014, filed 17 Feb 2015.