Sound Income Strategies’s Genesis Energy GEL Stock Holding History

Sound Income Strategies’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
2019 Q2	–	Sell	-150	Closed	-$3K	–	698
2019 Q1	$3K	Hold	150	–	–	﹤0.01%	500
2018 Q4	$3K	Hold	150	–	–	﹤0.01%	490
2018 Q3	$4K	Hold	150	–	–	﹤0.01%	471
2018 Q2	$3K	Hold	150	–	–	﹤0.01%	467
2018 Q1	$3K	Hold	150	–	–	﹤0.01%	443
2017 Q4	$3K	Buy	+150	New	+$3.47K	﹤0.01%	371

Other funds holding GEL

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

CCM

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

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

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

SCA

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

RR Advisors Dallas, Texas $360M AUM 28.52% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

NIM

NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Sound Income Strategies's GEL Position: Q2 2019 in Review

Sound Income Strategies sold out of Genesis Energy (GEL) in Q2 2019, closing a stake of 150 shares — an estimated $3K sold.

Sound Income Strategies first reported a position in GEL in Q4 2017 and held it in 6 quarters. The position peaked at $4K in Q3 2018. 141 funds tracked by Wall St. Rank hold GEL as of Q2 2019.

Sound Income Strategies reported no remaining Genesis Energy position as of Q2 2019 after selling out during the quarter.
Sound Income Strategies sold 150 Genesis Energy shares in Q2 2019, an estimated $3K.
Sound Income Strategies first reported a position in Genesis Energy in Q4 2017 and held it in 6 quarters.
Sound Income Strategies's Genesis Energy position peaked at $4K in Q3 2018.
141 funds tracked by Wall St. Rank held Genesis Energy as of Q2 2019.

Based on Sound Income Strategies's 13F filing for Q2 2019, filed 16 Jul 2019.