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Taylor Wealth Management Partners’s Genesis Energy GEL Stock Holding History

Taylor Wealth Management 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
-325
Closed -$8K – 128
2018
Q3 		$8K Sell
325
-1,675
-84% -$39.4K ﹤0.01% 107
2018
Q2 		$44K Hold
2,000
– – 0.02% 77
2018
Q1 		$39K Sell
2,000
-4,900
-71% -$107K 0.02% 76
2017
Q4 		$154K Sell
6,900
-1,100
-14% -$25.5K 0.07% 68
2017
Q3 		$211K Sell
8,000
-8,200
-51% -$233K 0.09% 60
2017
Q2 		$514K Sell
16,200
-1,700
-9% -$53K 0.23% 46
2017
Q1 		$580K Buy
17,900
+2,550
+17% +$88.5K 0.26% 44
2016
Q4 		$553K Sell
15,350
-236,755
-94% -$8.27M 0.26% 41
2016
Q3 		$9.57M Buy
252,105
+78,570
+45% +$2.88M 4.29% 4
2016
Q2 		$6.66M Buy
173,535
+173,235
+57,745% +$6.07M 2.67% 15
2016
Q1 		$10K Buy
+300
New +$8.34K ﹤0.01% 116

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
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

Taylor Wealth Management Partners's GEL Position: Q4 2018 in Review

Taylor Wealth Management Partners sold out of Genesis Energy (GEL) in Q4 2018, closing a stake of 325 shares — an estimated $8K sold.

Taylor Wealth Management Partners first reported a position in GEL in Q1 2016 and held it in 11 quarters. The position peaked at $9.57M in Q3 2016. 137 funds tracked by Wall St. Rank hold GEL as of Q4 2018.

  • Taylor Wealth Management Partners reported no remaining Genesis Energy position as of Q4 2018 after selling out during the quarter.
  • Taylor Wealth Management Partners sold 325 Genesis Energy shares in Q4 2018, an estimated $8K.
  • Taylor Wealth Management Partners first reported a position in Genesis Energy in Q1 2016 and held it in 11 quarters.
  • Taylor Wealth Management Partners's Genesis Energy position peaked at $9.57M in Q3 2016.
  • 137 funds tracked by Wall St. Rank held Genesis Energy as of Q4 2018.

Based on Taylor Wealth Management Partners's 13F filing for Q4 2018, filed 14 Jan 2019.