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Tiedemann Advisors’s Genesis Energy GEL Stock Holding History

Tiedemann 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
2017
Q4 		– Sell
-135,879
Closed -$5.16M – 267
2017
Q3 		$5.16M Sell
135,879
-460
-0.3% -$13.1K 0.46% 43
2017
Q2 		$4.33M Buy
136,339
+4,413
+3% +$138K 0.31% 60
2017
Q1 		$4.28M Sell
131,926
-101
-0.1% -$3.5K 0.36% 58
2016
Q4 		$4.76M Buy
+132,027
New +$4.61M 0.47% 44

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
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 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
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $1B AUM 50.12% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Tiedemann Advisors's GEL Position: Q4 2017 in Review

Tiedemann Advisors sold out of Genesis Energy (GEL) in Q4 2017, closing a stake of 135,879 shares — an estimated $5.16M sold.

Tiedemann Advisors first reported a position in GEL in Q4 2016 and held it in 4 quarters. The position peaked at $5.16M in Q3 2017. 167 funds tracked by Wall St. Rank hold GEL as of Q4 2017.

  • Tiedemann Advisors reported no remaining Genesis Energy position as of Q4 2017 after selling out during the quarter.
  • Tiedemann Advisors sold 135,879 Genesis Energy shares in Q4 2017, an estimated $5.16M.
  • Tiedemann Advisors first reported a position in Genesis Energy in Q4 2016 and held it in 4 quarters.
  • Tiedemann Advisors's Genesis Energy position peaked at $5.16M in Q3 2017.
  • 167 funds tracked by Wall St. Rank held Genesis Energy as of Q4 2017.

Based on Tiedemann Advisors's 13F filing for Q4 2017, filed 14 Feb 2018.