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Spirit of America Management Corp’s Genesis Energy GEL Stock Holding History

Spirit of America Management Corp’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
-211,782
Closed -$4.34M – 235
2019
Q4 		$4.34M Sell
211,782
-12,660
-6% -$255K 0.76% 37
2019
Q3 		$4.82M Sell
224,442
-4,500
-2% -$97.7K 0.78% 36
2019
Q2 		$5.01M Sell
228,942
-4,650
-2% -$104K 0.75% 39
2019
Q1 		$5.44M Hold
233,592
– – 0.8% 35
2018
Q4 		$4.31M Sell
233,592
-4,800
-2% -$108K 0.68% 41
2018
Q3 		$5.67M Hold
238,392
– – 0.7% 45
2018
Q2 		$5.22M Sell
238,392
-30,250
-11% -$658K 0.64% 47
2018
Q1 		$5.29M Sell
268,642
-128,500
-32% -$2.81M 0.7% 43
2017
Q4 		$8.88M Buy
397,142
+30,200
+8% +$699K 0.98% 35
2017
Q3 		$9.67M Hold
366,942
– – 1.02% 32
2017
Q2 		$11.6M Buy
366,942
+5,600
+2% +$175K 1.25% 27
2017
Q1 		$11.7M Hold
361,342
– – 1.24% 31
2016
Q4 		$13M Hold
361,342
– – 1.52% 19
2016
Q3 		$13.7M Hold
361,342
– – 1.79% 13
2016
Q2 		$13.9M Buy
361,342
+106,050
+42% +$3.71M 2.03% 9
2016
Q1 		$8.12M Buy
255,292
+17,040
+7% +$474K 1.44% 19
2015
Q4 		$8.75M Buy
238,252
+32,640
+16% +$1.27M 1.68% 13
2015
Q3 		$7.88M Buy
205,612
+102,400
+99% +$4.42M 1.64% 12
2015
Q2 		$4.53M Buy
103,212
+47,718
+86% +$2.25M 0.87% 31
2015
Q1 		$2.61M Hold
55,494
– – 0.55% 53
2014
Q4 		$2.35M Buy
55,494
+4,296
+8% +$198K 0.6% 45
2014
Q3 		$2.69M Buy
+51,198
New +$2.78M 0.82% 28
2014
Q1 		– Sell
-11,200
Closed -$589K – 289
2013
Q4 		$589K Sell
11,200
-10,000
-47% -$507K 0.47% 63
2013
Q3 		$1.06M Buy
21,200
+1,200
+6% +$60.4K 0.39% 80
2013
Q2 		$1.04M Buy
+20,000
New +$991K 0.37% 77

Other funds holding GEL

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Spirit of America Management Corp's GEL Position: Q1 2020 in Review

Spirit of America Management Corp sold out of Genesis Energy (GEL) in Q1 2020, closing a stake of 211,782 shares — an estimated $4.34M sold.

Spirit of America Management Corp first reported a position in GEL in Q2 2013 and held it in 25 quarters. The position peaked at $13.9M in Q2 2016. 114 funds tracked by Wall St. Rank hold GEL as of Q1 2020.

  • Spirit of America Management Corp reported no remaining Genesis Energy position as of Q1 2020 after selling out during the quarter.
  • Spirit of America Management Corp sold 211,782 Genesis Energy shares in Q1 2020, an estimated $4.34M.
  • Spirit of America Management Corp first reported a position in Genesis Energy in Q2 2013 and held it in 25 quarters.
  • Spirit of America Management Corp's Genesis Energy position peaked at $13.9M in Q2 2016.
  • 114 funds tracked by Wall St. Rank held Genesis Energy as of Q1 2020.

Based on Spirit of America Management Corp's 13F filing for Q1 2020, filed 7 Apr 2020.