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Signature Financial Management’s Genesis Energy GEL Stock Holding History

Signature Financial 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
2017
Q4 		– Sell
-14,800
Closed -$390K – 130
2017
Q3 		$390K Buy
14,800
+1,575
+12% +$44.7K 0.12% 102
2017
Q2 		$420K Buy
13,225
+1,375
+12% +$42.9K 0.13% 89
2017
Q1 		$384K Buy
+11,850
New +$411K 0.12% 93

Other funds holding GEL

O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
SCA
Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RA
RR Advisors Dallas, Texas $360M AUM 28.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Signature Financial Management's GEL Position: Q4 2017 in Review

Signature Financial Management sold out of Genesis Energy (GEL) in Q4 2017, closing a stake of 14,800 shares — an estimated $390K sold.

Signature Financial Management first reported a position in GEL in Q1 2017 and held it in 3 quarters. The position peaked at $420K in Q2 2017. 167 funds tracked by Wall St. Rank hold GEL as of Q4 2017.

  • Signature Financial Management reported no remaining Genesis Energy position as of Q4 2017 after selling out during the quarter.
  • Signature Financial Management sold 14,800 Genesis Energy shares in Q4 2017, an estimated $390K.
  • Signature Financial Management first reported a position in Genesis Energy in Q1 2017 and held it in 3 quarters.
  • Signature Financial Management's Genesis Energy position peaked at $420K in Q2 2017.
  • 167 funds tracked by Wall St. Rank held Genesis Energy as of Q4 2017.

Based on Signature Financial Management's 13F filing for Q4 2017, filed 9 Feb 2018.