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SNS Financial Group’s Genesis Energy GEL Stock Holding History

SNS Financial Group’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
2020
Q1 		– Sell
-11,700
Closed -$240K – 211
2019
Q4 		$240K Buy
11,700
+1,000
+9% +$20.1K 0.04% 187
2019
Q3 		$230K Buy
+10,700
New +$232K 0.04% 172

Other funds holding GEL

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
RA
RR Advisors Dallas, Texas $346M AUM 31.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

SNS Financial Group's GEL Position: Q1 2020 in Review

SNS Financial Group sold out of Genesis Energy (GEL) in Q1 2020, closing a stake of 11,700 shares — an estimated $240K sold.

SNS Financial Group first reported a position in GEL in Q3 2019 and held it in 2 quarters. The position peaked at $240K in Q4 2019. 113 funds tracked by Wall St. Rank hold GEL as of Q1 2020.

  • SNS Financial Group reported no remaining Genesis Energy position as of Q1 2020 after selling out during the quarter.
  • SNS Financial Group sold 11,700 Genesis Energy shares in Q1 2020, an estimated $240K.
  • SNS Financial Group first reported a position in Genesis Energy in Q3 2019 and held it in 2 quarters.
  • SNS Financial Group's Genesis Energy position peaked at $240K in Q4 2019.
  • 113 funds tracked by Wall St. Rank held Genesis Energy as of Q1 2020.

Based on SNS Financial Group's 13F filing for Q1 2020, filed 7 May 2020.