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Strategic Wealth Partners’s Genesis Energy GEL Stock Holding History

Strategic Wealth Partners’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
2018
Q1 		– Sell
-300
Closed -$7K – 797
2017
Q4 		$7K Buy
+300
New +$6.94K ﹤0.01% 568

Other funds holding GEL

O
OppenheimerFunds New York $80.4B AUM 15.1% 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 $121B AUM 27.52% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
SCA
Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $1B AUM 50.12% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Strategic Wealth Partners's GEL Position: Q1 2018 in Review

Strategic Wealth Partners sold out of Genesis Energy (GEL) in Q1 2018, closing a stake of 300 shares — an estimated $7K sold.

Strategic Wealth Partners first reported a position in GEL in Q4 2017 and held it in 1 quarter. The position peaked at $7K in Q4 2017. 150 funds tracked by Wall St. Rank hold GEL as of Q1 2018.

  • Strategic Wealth Partners reported no remaining Genesis Energy position as of Q1 2018 after selling out during the quarter.
  • Strategic Wealth Partners sold 300 Genesis Energy shares in Q1 2018, an estimated $7K.
  • Strategic Wealth Partners first reported a position in Genesis Energy in Q4 2017 and held it in 1 quarter.
  • Strategic Wealth Partners's Genesis Energy position peaked at $7K in Q4 2017.
  • 150 funds tracked by Wall St. Rank held Genesis Energy as of Q1 2018.

Based on Strategic Wealth Partners's 13F filing for Q1 2018, filed 13 Jul 2018.