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Steward Partners Investment Advisory’s Genie Energy GNE Stock Holding History

Steward Partners Investment Advisory’s Portfolio GNE Stock Details GNE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-400
Closed -$2K – 2646
2019
Q3 		$2K Sell
400
-100
-20% -$873 ﹤0.01% 2424
2019
Q2 		$5K Buy
+500
New +$4.65K ﹤0.01% 2216

Other funds holding GNE

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CTC
Chai Trust Company Chicago, Illinois $1.18B AUM 19.62% 1-Year Est. Return

Steward Partners Investment Advisory's GNE Position: Q4 2019 in Review

Steward Partners Investment Advisory sold out of Genie Energy (GNE) in Q4 2019, closing a stake of 400 shares — an estimated $2K sold.

Steward Partners Investment Advisory first reported a position in GNE in Q2 2019 and held it in 2 quarters. The position peaked at $5K in Q2 2019. 69 funds tracked by Wall St. Rank hold GNE as of Q4 2019.

  • Steward Partners Investment Advisory reported no remaining Genie Energy position as of Q4 2019 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 400 Genie Energy shares in Q4 2019, an estimated $2K.
  • Steward Partners Investment Advisory first reported a position in Genie Energy in Q2 2019 and held it in 2 quarters.
  • Steward Partners Investment Advisory's Genie Energy position peaked at $5K in Q2 2019.
  • 69 funds tracked by Wall St. Rank held Genie Energy as of Q4 2019.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2019, filed 17 Jan 2020.