SSWM
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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

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O
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AA
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ClearBridge Investments
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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 $564B 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