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Squar Milner Financial Services’s Genesis Energy GEL Stock Holding History

Squar Milner Financial Services’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
Q3 		– Sell
-525
Closed -$11K – 401
2019
Q2 		$11K Buy
+525
New +$11.7K 0.01% 511

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TCA
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SCA
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Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Squar Milner Financial Services's GEL Position: Q3 2019 in Review

Squar Milner Financial Services sold out of Genesis Energy (GEL) in Q3 2019, closing a stake of 525 shares — an estimated $11K sold.

Squar Milner Financial Services first reported a position in GEL in Q2 2019 and held it in 1 quarter. The position peaked at $11K in Q2 2019. 136 funds tracked by Wall St. Rank hold GEL as of Q3 2019.

  • Squar Milner Financial Services reported no remaining Genesis Energy position as of Q3 2019 after selling out during the quarter.
  • Squar Milner Financial Services sold 525 Genesis Energy shares in Q3 2019, an estimated $11K.
  • Squar Milner Financial Services first reported a position in Genesis Energy in Q2 2019 and held it in 1 quarter.
  • Squar Milner Financial Services's Genesis Energy position peaked at $11K in Q2 2019.
  • 136 funds tracked by Wall St. Rank held Genesis Energy as of Q3 2019.

Based on Squar Milner Financial Services's 13F filing for Q3 2019, filed 22 Oct 2019.