Tarbox Family Office’s Genesis Energy GEL Stock Holding History

Tarbox Family Office’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	-482	Closed	-$11K	–	627
2017 Q4	$11K	Hold	482	–	–	﹤0.01%	301
2017 Q3	$13K	Hold	482	–	–	0.01%	275
2017 Q2	$15K	Hold	482	–	–	0.01%	249
2017 Q1	$16K	Buy	+482	New	+$16.7K	0.01%	241

Other funds holding GEL

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 New York $121B AUM 27.52% 1-Year Est. Return

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

Advisory Research Chicago, Illinois $1B AUM 50.12% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

RR Advisors Dallas, Texas $346M AUM 31.14% 1-Year Est. Return

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

Tarbox Family Office's GEL Position: Q1 2018 in Review

Tarbox Family Office sold out of Genesis Energy (GEL) in Q1 2018, closing a stake of 482 shares — an estimated $11K sold.

Tarbox Family Office first reported a position in GEL in Q1 2017 and held it in 4 quarters. The position peaked at $16K in Q1 2017. 150 funds tracked by Wall St. Rank hold GEL as of Q1 2018.

Tarbox Family Office reported no remaining Genesis Energy position as of Q1 2018 after selling out during the quarter.
Tarbox Family Office sold 482 Genesis Energy shares in Q1 2018, an estimated $11K.
Tarbox Family Office first reported a position in Genesis Energy in Q1 2017 and held it in 4 quarters.
Tarbox Family Office's Genesis Energy position peaked at $16K in Q1 2017.
150 funds tracked by Wall St. Rank held Genesis Energy as of Q1 2018.

Based on Tarbox Family Office's 13F filing for Q1 2018, filed 25 Apr 2018.