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Stratos Wealth Partners’s Genesis Energy GEL Stock Holding History

Stratos 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
Q4 		– Sell
-454
Closed -$11K – 1466
2018
Q3 		$11K Buy
+454
New +$10.7K ﹤0.01% 2138
2018
Q2 		– Sell
-448
Closed -$9K – 1589
2018
Q1 		$9K Sell
448
-200
-31% -$4.37K ﹤0.01% 2370
2017
Q4 		$14K Buy
+648
New +$15K ﹤0.01% 2026

Other funds holding GEL

O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
SCA
Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 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
AR
Advisory Research Chicago, Illinois $1B AUM 50.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stratos Wealth Partners's GEL Position: Q4 2018 in Review

Stratos Wealth Partners sold out of Genesis Energy (GEL) in Q4 2018, closing a stake of 454 shares — an estimated $11K sold.

Stratos Wealth Partners first reported a position in GEL in Q4 2017 and held it in 3 quarters. The position peaked at $14K in Q4 2017. 137 funds tracked by Wall St. Rank hold GEL as of Q4 2018.

  • Stratos Wealth Partners reported no remaining Genesis Energy position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 454 Genesis Energy shares in Q4 2018, an estimated $11K.
  • Stratos Wealth Partners first reported a position in Genesis Energy in Q4 2017 and held it in 3 quarters.
  • Stratos Wealth Partners's Genesis Energy position peaked at $14K in Q4 2017.
  • 137 funds tracked by Wall St. Rank held Genesis Energy as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.