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Transamerica Financial Advisors’s Genesis Energy GEL Stock Holding History

Transamerica Financial 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
2014
Q3 		– Sell
-313
Closed -$18K – 698
2014
Q2 		$18K Hold
313
– – ﹤0.01% 453
2014
Q1 		$17K Hold
313
– – ﹤0.01% 420
2013
Q4 		$17K Hold
313
– – ﹤0.01% 419
2013
Q3 		$16K Hold
313
– – ﹤0.01% 402
2013
Q2 		$17K Buy
+313
New +$15.5K ﹤0.01% 371

Other funds holding GEL

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TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 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
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Transamerica Financial Advisors's GEL Position: Q3 2014 in Review

Transamerica Financial Advisors sold out of Genesis Energy (GEL) in Q3 2014, closing a stake of 313 shares — an estimated $18K sold.

Transamerica Financial Advisors first reported a position in GEL in Q2 2013 and held it in 5 quarters. The position peaked at $18K in Q2 2014. 159 funds tracked by Wall St. Rank hold GEL as of Q3 2014.

  • Transamerica Financial Advisors reported no remaining Genesis Energy position as of Q3 2014 after selling out during the quarter.
  • Transamerica Financial Advisors sold 313 Genesis Energy shares in Q3 2014, an estimated $18K.
  • Transamerica Financial Advisors first reported a position in Genesis Energy in Q2 2013 and held it in 5 quarters.
  • Transamerica Financial Advisors's Genesis Energy position peaked at $18K in Q2 2014.
  • 159 funds tracked by Wall St. Rank held Genesis Energy as of Q3 2014.

Based on Transamerica Financial Advisors's 13F filing for Q3 2014, filed 21 Oct 2014.