SFMG Wealth Advisors’s Genesis Energy GEL Stock Holding History

SFMG Wealth 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
2015 Q3	–	Sell	-5,000	Closed	-$219K	–	121
2015 Q2	$219K	Sell	5,000 -5,000	-50%	-$236K	0.05%	105
2015 Q1	$470K	Buy	10,000 +5,000	+100%	+$222K	0.04%	106
2014 Q4	$212K	Hold	5,000	–	–	0.05%	111
2014 Q3	$263K	Hold	5,000	–	–	0.08%	65
2014 Q2	$280K	Hold	5,000	–	–	0.1%	63
2014 Q1	$271K	Hold	5,000	–	–	0.09%	61
2013 Q4	$263K	Hold	5,000	–	–	0.09%	59
2013 Q3	$250K	Hold	5,000	–	–	0.1%	55
2013 Q2	$259K	Buy	+5,000	New	+$248K	0.1%	55

Other funds holding GEL

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

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

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

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

CCM

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

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

HFA

Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

NIM

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SFMG Wealth Advisors's GEL Position: Q3 2015 in Review

SFMG Wealth Advisors sold out of Genesis Energy (GEL) in Q3 2015, closing a stake of 5,000 shares — an estimated $219K sold.

SFMG Wealth Advisors first reported a position in GEL in Q2 2013 and held it in 9 quarters. The position peaked at $470K in Q1 2015. 157 funds tracked by Wall St. Rank hold GEL as of Q3 2015.

SFMG Wealth Advisors reported no remaining Genesis Energy position as of Q3 2015 after selling out during the quarter.
SFMG Wealth Advisors sold 5,000 Genesis Energy shares in Q3 2015, an estimated $219K.
SFMG Wealth Advisors first reported a position in Genesis Energy in Q2 2013 and held it in 9 quarters.
SFMG Wealth Advisors's Genesis Energy position peaked at $470K in Q1 2015.
157 funds tracked by Wall St. Rank held Genesis Energy as of Q3 2015.

Based on SFMG Wealth Advisors's 13F filing for Q3 2015, filed 13 Nov 2015.