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Sheets Smith Wealth Management’s Genesis Energy GEL Stock Holding History

Sheets Smith 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
2014
Q4 		– Sell
-4,136
Closed -$218K – 260
2014
Q3 		$218K Hold
4,136
– – 0.06% 221
2014
Q2 		$232K Buy
4,136
+79
+2% +$4.37K 0.06% 229
2014
Q1 		$220K Buy
+4,057
New +$219K 0.06% 223
2013
Q4 		– Sell
-4,440
Closed -$222K – 265
2013
Q3 		$222K Buy
4,440
+320
+8% +$16.1K 0.07% 219
2013
Q2 		$214K Buy
+4,120
New +$204K 0.07% 209

Other funds holding GEL

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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 23.41% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $1B AUM 50.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $150B AUM 40.08% 1-Year Est. Return

Sheets Smith Wealth Management's GEL Position: Q4 2014 in Review

Sheets Smith Wealth Management sold out of Genesis Energy (GEL) in Q4 2014, closing a stake of 4,136 shares — an estimated $218K sold.

Sheets Smith Wealth Management first reported a position in GEL in Q2 2013 and held it in 5 quarters. The position peaked at $232K in Q2 2014. 144 funds tracked by Wall St. Rank hold GEL as of Q4 2014.

  • Sheets Smith Wealth Management reported no remaining Genesis Energy position as of Q4 2014 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 4,136 Genesis Energy shares in Q4 2014, an estimated $218K.
  • Sheets Smith Wealth Management first reported a position in Genesis Energy in Q2 2013 and held it in 5 quarters.
  • Sheets Smith Wealth Management's Genesis Energy position peaked at $232K in Q2 2014.
  • 144 funds tracked by Wall St. Rank held Genesis Energy as of Q4 2014.

Based on Sheets Smith Wealth Management's 13F filing for Q4 2014, filed 20 Feb 2015.