TWMP
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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 21.71% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 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 $1.47T AUM 27.86% 1-Year Est. Return
RA
RR Advisors Dallas, Texas $360M AUM 28.52% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return