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TCI Wealth Advisors’s Genesis Energy GEL Stock Holding History

TCI Wealth Advisors’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
2016
Q4 		– Sell
-600
Closed -$23K – 1394
2016
Q3 		$23K Hold
600
– – 0.01% 423
2016
Q2 		$23K Sell
600
-97
-14% -$3.4K 0.01% 418
2016
Q1 		$22K Buy
697
+97
+16% +$2.7K 0.01% 425
2015
Q4 		$22K Hold
600
– – 0.01% 418
2015
Q3 		$23K Hold
600
– – 0.01% 381
2015
Q2 		$26K Hold
600
– – 0.01% 358
2015
Q1 		$28K Hold
600
– – 0.02% 312
2014
Q4 		$25K Hold
600
– – 0.02% 327
2014
Q3 		$32K Hold
600
– – 0.02% 271
2014
Q2 		$34K Hold
600
– – 0.02% 282
2014
Q1 		$33K Sell
600
-550
-48% -$29.7K 0.02% 268
2013
Q4 		$60K Buy
1,150
+550
+92% +$27.9K 0.04% 225
2013
Q3 		$30K Hold
600
– – 0.02% 248
2013
Q2 		$31K Buy
+600
New +$29.7K 0.02% 257

Other funds holding GEL

O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 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
SCA
Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $1B AUM 50.12% 1-Year Est. Return
MHI
Miller Howard Investments Kingston, New York $3.77B AUM 23.82% 1-Year Est. Return
RA
RR Advisors Dallas, Texas $346M AUM 31.14% 1-Year Est. Return

TCI Wealth Advisors's GEL Position: Q4 2016 in Review

TCI Wealth Advisors sold out of Genesis Energy (GEL) in Q4 2016, closing a stake of 600 shares — an estimated $23K sold.

TCI Wealth Advisors first reported a position in GEL in Q2 2013 and held it in 14 quarters. The position peaked at $60K in Q4 2013. 184 funds tracked by Wall St. Rank hold GEL as of Q4 2016.

  • TCI Wealth Advisors reported no remaining Genesis Energy position as of Q4 2016 after selling out during the quarter.
  • TCI Wealth Advisors sold 600 Genesis Energy shares in Q4 2016, an estimated $23K.
  • TCI Wealth Advisors first reported a position in Genesis Energy in Q2 2013 and held it in 14 quarters.
  • TCI Wealth Advisors's Genesis Energy position peaked at $60K in Q4 2013.
  • 184 funds tracked by Wall St. Rank held Genesis Energy as of Q4 2016.

Based on TCI Wealth Advisors's 13F filing for Q4 2016, filed 10 Feb 2017.