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 $871B AUM 31.28% 1-Year Est. Return

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

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

ClearBridge Investments

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

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

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

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

NXG Investment Management Dallas, Texas $2.02B AUM 30.38% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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